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.  


  1. From an existing Proposal, select Copy / Convert
  2. Select Won or Lost
  3. If selected Lost, then choose a Loss Reason
  4. Select Complete

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