Convert a won deal

When a deal is won, you convert it. One step creates what you need to start working.

Convert

1. Open the won deal and click Convert.
2. Check the company: the deal’s company becomes the client. If the deal already belongs to a company in Contacts, no new company is created.
3. Confirm. The app creates the project and links it to the client.

What carries over:

• the deal’s value becomes the project Budget,
• comments and attachments move to the project,
• the project takes the deal’s currency,
• the deal is marked Converted and keeps its history.

After converting, Open new project → takes you straight there. Set the billing type and the rate, and the project is ready for time entries.