---
title: "CRM > Convert Pipeline to a Job R12"
canonical: "https://technology.bytangram.com/space/TGKB/691798125/CRM%20%3E%20Convert%20Pipeline%20to%20a%20Job%20R12"
format: markdown
---
In WorkBook** **new business opportunities can be tracked, managed and forecast via CRM pipelines. **Pipelines** can be converted to a job when the sale has been confirmed, or when the opportunity has progressed to a certain point and you need to create a timeline or price quote. 

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## CONVERT PIPELINE TO A JOB

- Go to **pipelines** > select **pipeline** from the list > click **show/hide pipeline card** :Show/hide_pipeline_card: icon > go to **convert pipeline to job** :Convert_pipeline_to_job: tab > select **convert pipeline to job** :convert_pipeline_to_job: icon

![image](media://c80743d7-aaf7-42c4-8759-d7479a1dff9d)

- Jobs can only be created against clients, so if the pipeline has been created against a prospect, in a pop-up WorkBook will first ask you if you would like to ‘convert it to a client, or show a list and select an existing sales client for the job'?
  - Click **convert **to update the prospect to a client record, OR
  - Click **show list** to see a list of existing sales clients to add the job to instead

![image](media://81273908-0ac2-4832-af43-6f2d45d7221b)

> ℹ️ If the pipeline has been created against a client, you will skip the above step.

- You will be asked to confirm ‘are you sure you want to convert pipeline to a job’, click **yes**.

![image](media://89f2924e-c001-471d-b910-0a50cb0db2c5)

- WorkBook will create a new job in status Quotation, and a placeholder price quote for the full net revenue amount. When you are ready to estimate the job, delete the placeholder line item and continue to create the price quote as per steps in [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/257228870](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/257228870).

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