How to Convert a Linked Sales Opportunity into a Project September 25, 2019 15:50 Updated 1. On the Sales & Marketing tab, in the Quotes group, click Manage. The Quote Data Management Center will appear. 2. Double-click on the Quotes you would like to open. 3. Click the S.O. (Sales Order) button that appears on the top portion of the screen in the “Convert Quote to” section. 4. A confirmation question will appear. Click Yes to continue with the quote conversion. 5. Another message will provide the option to Convert the Sales Opportunity to a Project (and eliminate the Sales Opportunity record). Click Yes. Figure: Quote Screen Displaying Option to Convert S.O. to Project. 6. A confirmation message will display. Click OK to return to the Quote record. Figure: Confirmation Message. 7. To view the Project record, click the “Open” icon next to the Sales Opp field, or navigate to the Project DMC. Related articles How to Convert a Quote into a Purchase Order Comments 0 comments Please sign in to leave a comment.