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

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• 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 ...

• 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 ...

• How do I convert a Lead to a Customer?

  To convert a Lead to a Customer, go to the Leads module and on the right hand corner, you will find the three dots next to the Lead in question. Click on the three dots and select Convert to Customer.

• How to Convert a Lead to a Customer?

  Converting a Lead to a Customer has never been easier, go to: Menu > Directory > Leads > Select a lead > Contact Tab > Action Button > Select from Dropdown Convert to Customer