Would like Targeted People from Deals Won to auto populate into new Project.
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
Great - thanks for the follow up.
Kristian
+81 (0)80 9800 0088
This would be a big help. Seems to be a gap in the workflow currently.
Thanks
You won't be notified about changes to this idea.
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
Great - thanks for the follow up.
Kristian
+81 (0)80 9800 0088
This would be a big help. Seems to be a gap in the workflow currently.
Thanks