You can convert existing project data in the list by clicking the convert button.
Select the convert type you want to do for the project you choose.
The pop-up appear to confirm your action.
Convert Won | Convert Lost | Convert Canceled |
---|---|---|
Make sure you choose the correct data since this action is irreversible. Click cancel button to cancel this action. Click Yes, convert it to won/lost/cancel! button to do this action.
If you convert project to won: The pop-up will appear and indicating your data has been converted. The conversion will be approved and selected project stage will change to Closed Won (100%).
If you convert project to lost: You need to type a reason to convert this project to lost and click Yes, convert it to lost! button to proceed. Click cancel to cancel the conversion. The pop-up will appear and selected project stage will change to Closed Lost (0%).
If you convert project to cancel: You need to type a reason to convert this project to cancel and click Yes, convert it to cancel! button to proceed. Click cancel to cancel the conversion. The pop-up will appear and selected project stage will change to Canceled (0%).