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. 

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.