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Field Project & Service Management

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  Convert to Project
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Field Project & Service Management

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Create Opportunities

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Create Opportunities

You can start the process by creating an

Opportunities⁠

if the client already exists, or you can first create the

Clients⁠

adding all their information and then create the opportunity. It’s your choice!

This is how you create an opportunity:

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This is how you create a client:

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Go to
`Convert to Project`⁠

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