How do I convert an opportunity into a Project?

To convert an Opportunity into a Project, open the Opportunity record and click on the three-dot (⋮) icon located at the top right corner of the screen. From the dropdown menu, select “Create Project.”

Once you do this, the Opportunity will automatically be converted into a Project and will no longer appear under the Opportunities module, since it is now an active Project.

If the Opportunity was originally linked to a Lead, that Lead will also be converted into a Customer and will now appear in the Directory under Customers, instead of under the Leads tab.

Everything associated with the Opportunity—such as estimates, files, and notes—will be transferred to the new Project, ensuring that no information is lost in the conversion process.