Deals: Create A Project From A Deal

1. Navigate to the Deals Panel then click the deal you'd like to create a Project from to open the side panel.

2. Once within your Deal Panel hover over then click on the "Profile" card. 

3. Upon changing the Deal Status to Won and the Deal Stage to Closed, a pop up window will appear asking if you would like to turn the Deal into a Project.

4. Once you click "Ok" you will be taken to a new window where you will be asked to fill in all of the Project's details. This is where you will complete the conversion form a Deal to a Project.