All Collections
Create a project
Add a new opportunity to a project
Add a new opportunity to a project

Create new opportunities directly from a project page.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

Build your project by adding opportunities to it. You can add new opportunities straight from the project page.

Get started

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.

Create opportunity

When you create an opportunity from a project page, Current RMS automatically populates some fields with information from the project for you:

  • Organization

  • Customer reference 

  • Start & end date 

  • Venue

  • Project

  • Store

Change any of these fields as you wish. Fill in other fields as normal when creating an opportunity. See: Create an opportunity

Common questions

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. 

Did this answer your question?