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Field Project & Service Management
  • Pages
    • Start Here
      • Create Opportunities
      • icon picker
        Convert to Project
      • Project Tasks and WO
      • Service Work Orders
      • Manage Work Order Billing
      • Final Settings
    • Home
    • CRM
      • Opportunities
        • Won
        • Lost
      • Sales Dashboard
      • Clients
    • Projects
    • Service
      • Billing
    • My Tasks
    • Archive
      • Completed ToDo's
      • Completed Project Tasks
      • Completed Service
      • Completed Projects

Convert to Project

The next step is to WIN an Opportunity and CONVERT it to a project

This is how you win and convert an Opportunity:

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