Converting Opportunity to Project

[David Rowell]

I use BCM to manage a solo law practice; I track inquiries from potential
clients as "opportunities." If I agree to represent this person, I'd like to
convert the opportunity to a business project; is there a convenient way to
do that?

thanks in advance . . . David Rowell

 

[Luther]

I use BCM to manage a solo law practice; I track inquiries from potential
clients as "opportunities." If I agree to represent this person, I'd like to
convert the opportunity to a business project; is there a convenient way to
do that?

thanks in advance . . . David Rowell

Good question!

A few weeks ago, the answer to the question "why can't I add
opportunities to project history" was "because projects are based on
closed opportunities."

However, I can't find a command to create a project from an
opportunity, nor can I drag the opportunity to the project folder.
Even when the opportunity is closed.

 

[Luc]

I was able to manage something by copying my opportunities into a mail
forlder then copy them to project folder.....