Keeping track of your Opportunities and leads is easy with Magnetic. 


A lead or opportunity becomes a job/ project once it is "signed' (accepted) or when you drop and drag the opportunity into the "Sign off to Project" status lane.


To sign a deal, follow these steps: 

  1. Click on Opportunities.
  2. Find the Opportunity you want to sign and convert into a job/project.
  3. If you are in the Status Lane View, then you can drag and drop the Opportunity into the WON column.
  4. Click on the "edit" icon.
  5. Scroll down to where the "Signed" tick box is and tick the tick box.
  6. Save.
  7. Your opportunity has now been converted into a job and you can find it in the Jobs module.


**All Opportunity tasks will still be present in the Project.
**Probability of an Opportunity will be replaced with Percentage complete of a Project.


See the tutorial below:





Also see: Other important settings for Opportunities/ Jobs