When a pursuit is ready to become real business, Convert on the opportunity's record hands it to the module that owns the transaction:
- A Sales pipeline opportunity becomes a quote — a draft sales order — raised by Sales itself. If the party is not a Customer yet, the customer record is created as part of the conversion, and the party is linked to it.
- A Donor cultivation opportunity creates the Donor (if new) and opens their first donation as a draft entry in Donations, carrying the opportunity's expected value — confirm the amount on the entry before posting.
Three things are worth knowing about how conversion behaves:
- It can only happen where the other module lives. If Sales or Donations is switched off, the Convert action simply isn't there, and the record's Conversion section says the converter is unavailable. Switch the module on and conversion appears.
- A possible duplicate stops and asks. If a Customer or Donor with the same name or email already exists, the confirmation names the match before anything is created. Converting anyway creates a new master record — it never quietly duplicates, and it never merges your party into somebody else's record.
- Prices are re-done honestly. Product lines cross onto the quote, but their indicative prices do not: Sales prices every line afresh, and the confirmation message lists each line whose price moved ("indicative … → priced …"). A product Sales has no price for lands on the quote at 0.00 and is named, so you can price it there — the discussion figure is never quietly promoted into a real price.
Conversion is one act, done once: the opportunity is marked Converted, stops moving, and its Conversion section links to the record it became; the quote or donation names the opportunity it came from. If anything fails on the way, nothing is created and the opportunity is left exactly as it was. A lost opportunity cannot convert — move it out of the Lost stage first if the pursuit has revived. A donation conversion carries the opportunity's currency onto the first donation: a pursuit won in dollars opens a dollar donation, at the exchange rate on file. If no rate is on file yet, the donation is still created — in that currency, carrying no rate — and simply cannot post until a rate is entered; a rate is never made up for it.