Opportunities
Manage and track opportunities to win more profitable jobs.
- Overview: What are Opportunities?
- Create an Opportunity
- Set Opportunity Numbering Settings
- Add Files to an Opportunity
- Add an Estimate to an Opportunity
- Create a Proposal for an Opportunity
- Add Selections to an Opportunity
- Filter Opportunities
- Lock Opportunity Filters
- Convert an Opportunity to a Project
- Create an Opportunities Report
- Duplicate an Opportunity
FAQ: Opportunities
- What is an Opportunity?
- What is the difference between a Lead and an Opportunity?
- How many Opportunities can I have?
- How do I manage my Estimate, Files, Photos, etc. for an Opportunity?
- Can an Opportunity have more than one Estimate?
- Can I add a Schedule to an Opportunity?
- Can I create an Opportunity template?
- Where can I find the Opportunity Templates?
- Can I convert a Project back to an Opportunity?
- I converted the wrong Opportunity to a Project. What should I do?
- Can my Opportunity Numbers automatically convert to Project Numbers?
- Can I customize the "Between the Owner" details that appear on my Opportunity Proposal?
- I accidentally deleted an Opportunity. What should I do?