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πŸŽ₯ Linking Projects and Opportunities
πŸŽ₯ Linking Projects and Opportunities

Connecting Opportunities to Projects to track outcomes and ROI

Gillian Hood avatar
Written by Gillian Hood
Updated over a week ago

Very often you'll find that the success of your project can be measured by the opportunities it's able to generate. That's why we also integrated our opportunity tracker into the projects module - to help you get a sense of the ROI of your project.

In the third tab, you'll see all the opportunities related to this particular project. From here, it's very easy to track, manage and follow up on any opportunities generated by your project. You can easily sort by title, currency amount, due date, or any other field.
To add a new Opportunity, click the add Opportunity button in the top left corner. As you can see in the slider, any opportunity created from within the project will be automatically linked to it.
You can also link an existing opportunity to a project if it was created outside of the project itself. To do this, go to your opportunities, open up the slider of a specific opportunity, and scroll down to the "Link to project" button. From there, you can search for and select the project you want to link the opportunity to.
For additional training resources on our Opportunities module, check out our Help Center, or our Getting Started course. And for clients who'd like to have additional reporting functionalities on the outcome of your projects, please contact us for more information.

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