Top 3 Reasons Your Products Aren't Converting

In this video, we address a common issue faced by many users: "Why aren't my products converting from an opportunity to a project, sales order, or service ticket in ConnectWise PSA?" We dive into the three main reasons behind this problem and provide step-by-step solutions to ensure your products carry over correctly during the conversion process. First, we explore the scenario where products might be canceled at the opportunity level. By navigating to the products tab and checking the 'quantity canceled' column, we demonstrate how to uncancel these items, making them available for conversion. Next, we cover the case where products have already been converted to another record. We show you how to identify if your items are hidden in the customized view list and how to reveal them. If the products were mistakenly converted, we guide you through deleting the incorrect sales order to restore them to the opportunity. Finally, we examine the importance of product classes. Some items may not convert due to their class type. We explain how to verify and adjust product classes to ensure they are eligible for conversion. By the end of this video, you'll have a clear understanding of how to troubleshoot and resolve conversion issues in ConnectWise PSA. Make sure to like, subscribe, and leave any questions in the comments! #connectwise #connectwisepsa #connectwisehelp #connectwisetroubleshooting #connectwisemanage