Opportunities

RapidStartPROJECT – Opportunities

One of the common items that you and your users may want to do is create Projects from Opportunities.

RapidStartPROJECT adds some features to your existing RapidStartCRM Opportunity form.

Opportunity Record Form

On your Main Opportunity Record form, you will notice the RapidStartPROJECT additions. A new Quick Steps button has been added to convert the Opportunity into a Project with one-click.


After Conversion

After conversion the Opportunity is marked as Won and the record is now Read-only . The created project record is also added to the Opportunity record for reference , Clicking it will take you to the Project record.