How do I convert an opportunity into a Project?

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• Why would a customer want to convert an Opportunity to a Project?

  Opportunity is a potential Project, or a precursor to a Project. Converting an Opportunity to a Project means that the potential Project became an official one and the Project is ready to begin.

• What is the difference between a Lead and an Opportunity?

  A Lead is a Contact that you then convert to a Customer. An Opportunity is a Project in the making and is not yet ready to become a Project. It is a brewing Project that may have details in it that needs to be noted down, Estimates that needs to be ...

• What is the difference between a Lead and an Opportunity?

  Leads are contacts that are created to follow up on potential Leads that might turn into a Customer in the future. These will go to the Directory as a contact. Opportunity on the other hand, is a precursor to a Project. They are not a contact but it ...

• What happens to the associated estimates of the opportunity once it gets converted?

  Once the Opportunity gets converted to a Project, the Estimate created automatically gets assigned to the Project and remains to be connected to the Project that just got converted.

• How to get all Opportunity line items to Estimate and SOV?

  To get line items to Estimates, an Estimate needs to be created. To create one, go to the Menu and choose Opportunities and pick the one you need to create an Estimate for. Once here, scroll down to the bottom to the Actions drop down on the right ...