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convert quote or project contract to project

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Posted on by Community Member Microsoft Employee

Hi,

We are using Project Service Automation and we have gone through the process of Lead > Opportunity > Quote. In the quote line details, we can see all the details that we need for the project.

The quote is accepted by the client and we want to then generate a project and work breakdown structure from all the information already entered to this point. We can create a project contract... but no project.

Any help here would be great!

Categories:

Opportunity Management

Project Service Automation