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Convert Oportunity to Project?
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[QUOTE="rondragon, post: 3997018"] I was originally using Thunderbird for my email which I was happy with. However I needed a CRM system which brought together my emails, calendar and task so I started to use BCM with Outlook 2007. I found Outlook much more cumbersome to use that Thunderbird and spent ages sorting out the email signature. Now I've started to use BCM and find that an opportunity cannot be converted to a business project which renders the whole Outlook / BCM software useless to me. As mentioned many times before, a lot of work can go into the formulation of a quote, and then if you win the quote then the 'project' starts. However all the information used in the quotation (the Opportunity) forms the basis of the project or in my case sometimes, almost the whole of the project. I assume this massive lack of functionality has not been addressed even though it is a number of YEARS since this thread began... lame Microsoft.. why did I even bother? [/QUOTE]
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