Ideas

Deals: create project from specific status of deal instead of stage

Most pitch projects are created before a Deal is closed.  
Allow users to define a status value (the pipeline) that triggers the "create a project from this deal"?  instead of waiting until the stage = "won".  This will need to be in the settings, as the deal status is firm configurable.
Also relate the deal to the project id

  • Jay Greene
  • Sep 6 2019
  • Planned
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