Converting an opportunity into a project

When an opportunity is won, you'll want to convert it into a project so you can begin work on the customer's deliverables.

Here's how the opportunity-to-project conversion works:

  • The opportunity status will change to Won and a new project will be created.
  • The opportunity and any links associated with the opportunity will be automatically linked to the new project.
  • You will have the option to copy emails, notes, and uploaded files to the project.
  • Custom field values can be copied to the project if those fields have been cloned and mapped from opportunities to projects.

To convert an opportunity to a project:

  1. Open the opportunity. Click the Actions menu and select Convert To Project.
    Opportunity_conversion_1.png
  2. Enter a name for the new project and select a Reason for Winning.
  3. Click the Copy Emails, Files, and Notes to the New Project checkbox. (Links to files stored on external services, like Google Drive or Dropbox, won't be transferred.)
    Opportunity_conversion_2.png
  4. Click the Convert To Project button.
Have more questions? Submit a request
Top