I use BCM to manage a solo law practice; I track inquiries from potential
clients as "opportunities." If I agree to represent this person, I'd like to
convert the opportunity to a business project; is there a convenient way to
do that?

thanks in advance . . . David Rowell

On Nov 20, 10:55 pm, David Rowell
<DavidRow...@discussions.microsoft.com> wrote:
> I use BCM to manage a solo law practice; I track inquiries from potential
> clients as "opportunities." If I agree to represent this person, I'd like to
> convert the opportunity to a business project; is there a convenient way to
> do that?
>
> thanks in advance . . . David Rowell

Good question!

A few weeks ago, the answer to the question "why can't I add
opportunities to project history" was "because projects are based on
closed opportunities."

However, I can't find a command to create a project from an
opportunity, nor can I drag the opportunity to the project folder.
Even when the opportunity is closed.

I was able to manage something by copying my opportunities into a mail
forlder then copy them to project folder.....



"Luther" wrote:

> On Nov 20, 10:55 pm, David Rowell
> <DavidRow...@discussions.microsoft.com> wrote:
> > I use BCM to manage a solo law practice; I track inquiries from potential
> > clients as "opportunities." If I agree to represent this person, I'd like to
> > convert the opportunity to a business project; is there a convenient way to
> > do that?
> >
> > thanks in advance . . . David Rowell
>
> Good question!
>
> A few weeks ago, the answer to the question "why can't I add
> opportunities to project history" was "because projects are based on
> closed opportunities."
>
> However, I can't find a command to create a project from an
> opportunity, nor can I drag the opportunity to the project folder.
> Even when the opportunity is closed.
>