How to create a project from an opportunity

This video is part 5 of 7 in the Projects, Tasks and Workflows training series.To start the series from the beginning click here.

Watch the next video: Basic Reporting

An Opportunity is the first Objective you create when dealing with a Client; hoping to acquire their business. If successful, this leads to a Project where you work with the Client, providing a product or service.

To convert an Opportunity into a Project, follow the steps below:

Select the Opportunity that you want to convert.
On the very right of the header, there will be a “…” button, which when clicked, will display a drop-down menu with the option to create a “New Project from Opportunity.”
Once clicked, this will then automatically make a Project with all the pertinent information, including People, Companies and Emails, from that Opportunity and also link them together.

You can create multiple new Projects from a single opportunity that will increase your company’s business.

The Opportunity does not need to be “won” to convert it.