Create a Project from an Enquiry

When a project enquiry is approved, you can convert it to a live project. This copies all details, organizations and contacts, and classifications from the enquiry to the new project.

To create a project from an enquiry:

1. Navigate to the enquiry.
   You can search for enquiries using the Search Enquiries link in the Activity Zone. Enquiries that you are linked to also appear on the History tab in your contact record, and in the Enquiries dashpart in the Personal Zone.
2. Click .
3. Click OK to confirm.
   The new project record displays.
4. Optional: Click to edit the project details, and add organizations and contacts.