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Convert opportunity to project in mobile app

We need this!

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Comments

6 comments
  • Hello Pavla, thank you for your post!

    I totally understand the need for this in the app. Thank you for suggesting it!

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  • This is a necessity! 

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  • This would be a great feature to have. All my apps are mobile based so I can work on the fly. Being able to make adjustments like this in real time is important from both an efficiency and monetary standpoint, as it alerts my team that they can move forward on a project without me having to make a separate call or email.

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  • Definitely important. Don't understand why all conversions are not part of the app

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  • Why is it not possible to convert an opportunity into a project? I actually can't believe this isn't supported, I'm in the field and I can't convert an opportunity. Ridiculous?

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  • Hi all, great news! In our latest mobile release (3.22), we've added the ability to convert an opportunity to a project in two clicks! Now when you are on an opportunity that is ready to become a project, you select the top right hammer icon and you are one click away from the opportunity becoming a project. For additional information, you can learn more here. Please let us know if you have any additional feedback or questions.

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