Convert a Proposal
When a Proposal is either Won or Lost, the Proposal needs to be "Converted". Converting a proposal as 'Lost' will prompt the user for a loss reason, and deactivate the proposal with a status of Lost. Converting a proposal as 'Won' will convert the proposal to a new Project, and deactivate the Proposal as Won.
- From an existing Proposal, select Copy / Convert
- Select Won or Lost
- If selected Lost, then choose a Loss Reason
- Select Complete