The Question:

I am trying to learn the sales process in Apptivo, and I am wondering what the “Convert to Order” button does when viewing a sales opportunity

The Answer:

If you haven’t read about converting leads, take a look at that question first.The sales process in Apptivo work in three phases.

  1. Lead
  2. Opportunity
  3. Order

Although sometimes you will create an opportunity or order right away, typically these will evolve from earlier instances of the sales process.

Converting an opportunity works just like a lead, where you are able to take existing information from the opportunity and transfer it directly into a sales order.  Depending on your type of business, your opportunity will either be for products sold, or for services you will provide to the customer.

If you are selling products for this opportunity, make sure fill in the items of interest tab.  Also, if you have any related project efforts, add those tasks to the projects & tasks tab as well.

Once all of your information is in order, and you have finally closed the deal, then it’s time to convert this opportunity.  In the upper right corner of the page, there is a blue button for “Generate”.

opportunity information

Provide address information and select a product for order line information.

create order

create order

After a moment, you will see a popup notification, informing you that the opportunity has been converted into an order.

opportunity converted to order

You’ll notice the items of interest are automatically added to the order, and it’s now ready for an invoice.

Back to Getting Started page

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