Daylite makes it easy to create a project from an opportunity. Follow these steps:
- Navigate to the opportunity that you'd like to transfer into a project
- Click on the icon with the three dots "..." in the top right corner of your Daylite window
- Select New Project from Opportunity
It's also possible to create multiple projects from one opportunity. The original opportunity remains linked to the project so that you have quick access to the opportunity.
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