How do I Convert a Deal Into an Opportunity?

How do I Convert a Deal Into an Opportunity?

To convert a deal to an opportunity, go to “Manage” > “Deal Registration” > “Deal Registration Request”



Click on the “Approved Deals” tab, find the deal that you wish to edit, and click on the opportunity button. 




Select the Opportunity Type and hit the “Save” button.




Now, fill in the rest of the details and hit the “Save” button.



The platform will now add a new Opportunity to your Opportunities list. 


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