How do I track potential Revenue to a Project (Opportunity)?

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  1. Using Customer Service, create a Cart with the Items the Prospect is interested in, but don't process it
  2. Open the Contact
  3. Click the Projects tab
  4. Click Add Project
  5. Enter the Project info
  6. Click Save Cart
  7. Save the Project

Now the potential Revenue amount will show on all the Project reports.

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