This article will show you how to achieve your goal in two different ways. You can either watch a short video ►, or read a conventional list of actions [?] with accompanying screenshots.
If you have an opportunity which you've just won, you may want to convert this opportunity into a job. This will keep all of the information from the opportunity (budgets/resource planning) and convert it from provisional bookings into actual bookings, which will appear on the job.
This article contains:
- Converting an opportunity to a job ► [?]
- Converting an opportunity without creating a job
- Can I edit a Closed Won/Closed lost opportunity?
To convert an opportunity in Metis, enter the opportunity in Edit mode, and change the Pipeline stage to Closed Won. If you're just starting out, see How to create an opportunity in Metis.
The advantage of this approach is that it carries over all information from the opportunity, such as job duration, revenue & costs, and team to the new job to speed setup.
You may not want to create a job from the Opportunity you're marking as closed won, in which case Metis does support that. You can do this in a similar way to above.
Yes you can, however your changes won't affect the job that was created as a result of converting the opportunity (if you chose to create a job on conversion).
Be careful when updating any details of a Closed opportunity - this won't affect the details of the related job, and will change the value of your opportunity. This will impact your Dashboards forecast.