Ideas

Move Targeted People from Deals Won into new Project

Would like Targeted People from Deals Won to auto populate into new Project. 

  • Guest
  • Jan 17 2020
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  • Guest commented
    July 30, 2021 20:03

    We just converted a deal to a project but none of the "targets" flowed into the Project.

    Not sure if this was shipped or still planning to be shipped

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  • Guest commented
    December 07, 2020 23:20

    Great - thanks for the follow up.

    Kristian

    +81 (0)80 9800 0088

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  • Guest commented
    June 01, 2020 01:40

    This would be a big help. Seems to be a gap in the workflow currently.

    Thanks

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