This option allows you to create a Project in SI from a Won Opportunity within D-Tools Cloud. Click here to view the FAQs for the D-Tools Cloud to SI Integration. Click here for instructions on how to set up the integration between D-Tools Cloud and SI.
When an Opportunity is won in D-Tools Cloud, you will be prompted to choose whether to manage the Project in D-Tools Cloud or in SI:
The Won Opportunities are not automatically created in SI. From the Project Explorer you must click Create->From D-Tools Cloud:
The following dialog will open displaying the available Opportunities to choose from:
Once you choose an Opportunity and click the Import button, the Project will be created in SI and open automatically. The Project will be marked as Approved.