Converting Opportunities into Projects

This video is part 7 of 9 in the Winning New Business training series. To continue to view the series click the next video link below. To start the series from the beginning click here.

Watch the next video: Basic Opportunity 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.