Build your project by adding opportunities to it. You can add new opportunities straight from the project page.
From the project page, hit the add a new opportunity link at the bottom-right of the Opportunities section. Choose inquiry, draft, quotation, or order from the menu.
When you create an opportunity from a project page, Current RMS automatically populates some fields with information from the project for you:
- Customer reference
- Start & end date
Change any of these fields as you wish. Fill in other fields as normal when creating an opportunity. See: Create an opportunity
How do I set the billing address?
If project invoicing is turned on for your project, you won’t see fields for billing address or tax class on the opportunity.