When is a Conversion Opportunity Tag considered converted for reporting purposes?

A Conversion Opportunity Tag is considered converted for reporting purposes when the item associated with the tag is sold in a completed job. This means that the conversion is not solely about creating an estimate or including items in a proposal. Instead, it relies on the actual sale of those tagged items, reflecting a successful transaction and providing a clear indicator of revenue generation.

This approach aligns with the goal of tracking sales performance and the effectiveness of marketing efforts. By focusing on completed jobs, businesses can ensure that they are accurately assessing the success of their conversions rather than just the potential opportunities. This aids in making informed decisions about future strategies and adjustments to improve sales conversions.