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Turn an Opportunity into a Project

Switch between linked items

Associate an Opportunity with/remove from a Project

You can convert an existing Opportunity into a Project with just a few clicks. This will allow you to easily get a new project up and running using an existing template - or from a blank slate - and carry over information like the project address and quickly switch between the two once a link is created.

Turn an Opportunity into a Project

  1. From the Opportunity, click “Convert to Project.”

  2. Choose the Project Name, Project Type, Project Address (if different from the existing address from the Opportunity) and if you'd like to create the project from an existing Project Template or from scratch.

    1. The Project Name will be the same as the Opportunity Title unless you change it

Switch between the linked Opportunity and Project

Once the project is created, a new link in both the Project and the Opportunity will allow you to easily access information between the two.

The link in the Project is next to the Project Address and will take you directly to the associated Opportunity. And from the Opportunity, a link back to the project located under the Opportunity Title.

Pro Tip: Converting an Opportunity to a Project doesn't automatically invite your client to the project. You'll still want to invite your client when you're ready in the Project Settings.

Associate an Opportunity with/remove from a Project

Your Project Settings include an Opportunity dropdown where you can remove the Opportunity from the Project or link the Project to a different Opportunity.


Up next

Create and Manage Projects

Add details and assign Tasks in Opportunities

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