Opportunity Outcome

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The Opportunity Outcome sub-tab is used to transition an Opportunity to one or more new Projects or Job Orders.

A limited set of data is copied from the Opportunity record to the new Project record:

Opportunity Client to Project Client

Opportunity Office to Project Office

Opportunity Code to Project Job Title

Opportunity Comments to Project Notes

Opportunity Lead Contact to Project Client Team

Opportunity Requirements to Project Needs

 

A link referencing the originating Opportunity is created in the Project Client record.

It can be viewed in the Companies > Client Activities > Project tab

 

To Create a New Project or Job Order from an Opportunity:

1.Open the Opportunity Outcome sub-tab.

2.Click the Add New Project / Job Order icon, PlusIconB.

3.Select Add New Project from the drop down list.

4.A new Project will be created.

 

Example: Opportunity Outcome

OpportunityOutcomeB