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Converting an Opportunity Record to a Job Record

When an opportunity has been qualified for you to fill, you should convert it to a job.

Notes and files don't transfer when converting an Opportunity to a Job.

  1. From the Opportunity List on the preview slideout, click Convert to Job.
  2. Complete the required fields.
    • Note that Job Title, Skills, Contact, Employment Type (if there is a matching value), and the Job Description are auto-populated from the opportunity.
  3. Click Save.
    • The job record is created, and the opportunity record status automatically changes to "Converted."

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