How can I create a Project from an Opportunity?

You can create a Project directly from an Opportunity by following these steps:

1. Open the Opportunity.
2. Move the Project Stage to Won.
   
3. A form will appear.
4. Enter the required details such as:
   • Comments
   • Project reference number
   • Opportunity value
   • Date
5. Click Save and Switch to the Project.
   

The Project will be automatically created.