When does it make sense to use the Opportunity record?

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• 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 ...

• How do I add Additional Contacts to a Directory record?

  To add an Additional Contact to a Directory record, go to the Menu and choose Directory. Open the directory Record in question and scroll down to the section that says Additional Contacts and click Add Additional Contact. Make sure to be in preview ...

• 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 ...

• Can I keep the opportunity details after creating an estimate?

  Yes, All your Opportunity Details will remain after creating a Project.

• 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 ...