3. Converting an Opportunity to a Project

You’ve won the opportunity and wan to convert it into a project. First you’ll need to change a few parameters within the opportunity.

SETTINGS

You managed to close the opportunity a little earlier than expected: set the Actual Close to the 20th of the this month.

We’ll also change the Status to WON and the Stage to Order Acknowledgement.

Our closed amount, the price on which we have finally agreed, is a little lower than the price we requested orginally, at 3200.

Click SAVE.

The Opportunity is now ready to be converted to a Project. In converting, you are ready to move from working on trying to secure the assignment to the actual assignment itself.

1. Click on Convert to Project.

2. You can fill out the project details as below:

CONTINUE