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.

2. Once within your Deal click "Deal Stage" then change the Deal Stage to "Won".

3. Upon changing the Deal Status to won, 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.

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