Skip to main content
How can we help you today?

Our Knowledge Base contains the answers to more than 500 previously asked questions.

Create a Ticket Schedule a Training

How do I convert an opportunity into a Project?

< All Topics

To convert an Opportunity into a Project, go to the Menu and select Opportunities and in the list view, choose the Opportunity you would like to convert.

Once inside the Opportunity preview, scroll down to the bottom right to the Actions drop down and choose Convert to Project. Confirm and the Opportunity will be converted.

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.