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

• Related Articles

• 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 ...

• 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 ...

• How do I convert an opportunity into a Project?

  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 ...

• When does it make sense to use the Opportunity record?

  Every construction company handles multiple Projects at a time. A project has numerous details like the budget amount, start dates, sales date and Estimates that need to be tracked. As a project, you have the option to do it in the system. Sometimes, ...

• How do I create an Estimate and link it to the Opportunity record?

  Estimates can be created from Opportunities and that automatically assigns it. To do this, go to the Menu and select Opportunities and open the Opportunity in question. Once here, scroll down to the bottom right to the Actions drop down and choose ...