Converting A Deal to a Project

Converting A Deal to a Project

When a deal is won, you can save time by converting it to a project. This takes all the important context from the sales process and puts it in the hands of your team that'll be completing the work. 

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1. Find the deal on your Deals page and click the  icon and select Convert Deal to Project.

2. Choose who to assign the project to.

3. Select a project status.

4. If needed, enter a completion date.

5. Select whether or not you'd like to delete the deal after it's converted to a project. Depending on the amount of deals in your sales pipeline, this could be a good option to remove clutter.