An Opportunity is converted to a job/project once it is "signed'.
To sign a deal, follow these steps:
- Locate the Opportunity.
- Click the "Burger" menu and click "Edit".
- Tick the "Signed" box.
- Save.
- Your opportunity has now been converted into a job and you can find it in the Jobs module.
TIP: If you are in the Status Lane View, then you can drag and drop the Opportunity into the WON column to automatically convert it into a job.
**All Opportunity tasks will still be present in the Project.
**Probability of an Opportunity will be replaced with Percentage complete of a Project.
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