Ideas

Automatically populate project lead and team when creating a project from a deal

Saves time and effort for setting up a project. More intuitive.

  • Guest
  • Oct 3 2019
  • Planned
  • Attach files
  • Admin
    Clockwork Product commented
    June 18, 2020 20:42

    Great Idea! Definitely something we've noticed about the Deal to Project conversion. Thank you for the feedback!