Projects and converting to Deals

Projects and converting to Deals

Converting a single project

After navigating the search (either Map, List or Table View) and opening a Project of interest, click on the 'Create Deal' button in the top left-hand corner:


Single Deal creation pop-up

The owner will automatically default to you, but you can select another user in your system to assign the new Deal to by using the drop-down:



The Stage will default to the option you entered on install. (Please see the article 'Setting default stage variable (on install)' for more details).

This, however, is not fixed and you can change it by using the drop-down options:



Enter a Deal Name if you want to name it in a meaningful way for you/your team. If you do not enter a name, the system will autofill the Deal Name with the Project Name/Title.

Select 'Notify Owner' if you have assigned the Deal to someone else (they will receive an email notification acknowledging that 'A Project has been converted from ConstructionBOS Fusion and assigned to you by XXX', it will give the Deal Name and a link to access the Deal record).

Click 'Create Deal':



After you have created the Deal, a link to access it will be visible against the Project (without leaving the window) by scrolling down to the 'Deals' section:



Click on the Deal Name to access this record:



An example of the Project information that is carried over to the Deal record:



Converting multiple projects at a time 

To convert multiple projects at a time, use the 'Table View' and select the records you want to convert:



Then click the 'Create Deals' Button:



Multiple Deal creation pop-up

All of the steps will be the same as creating a single Deal with the exception of the naming. You cannot name these individually on conversion, it will automatically fill with the Project Name/Title.


To get to the Deal, either open each Project record and click on the Deal Name in the Deals section or click to the Deals tab in your CRM to see them listed:



    • Related Articles

    • Converting Records Using Workflow Rules

      Converting Records Using Workflow Rules Converting leads, quotes or sales orders can be automated using workflow rules. When a record meets the criteria defined in the workflow rule, all the associated actions are triggered for the record. Workflow ...

    • Converting a Project to an Opportunity

      Converting a Project to an Opportunity   1) Go to the Projects module and select a Project      2) Click the dropdown arrow in the top right-hand corner with ‘Mark as Viewed’ written on it and select ‘Convert to Opportunity’ 3)  The below message ...

    • Projects Overview

      The Projects, Companies and Roles modules are where the Data feed from Barbour ABI will filter through after import. Within the CRM, this is the basic view of what you will see: When you select a Project, your view will change to this: Above you can ...

    • Companies and converting to Accounts

      Converting a single Company After navigating the search (either Map, List or Table View) and opening a Company of interest, click on the 'Create Account' button in the top left-hand corner: Single Account creation pop-up The owner will automatically ...

    • ConstructionBOS Fusion Overview

      ConstructionBOS Fusion ConstructionBOS Fusion integrates with construction project lead providers, allowing your team to access all their data in one place. Benefit from powerful filtering options, a two-way sync of your saved searches, and daily ...