Change suggestion request: I can currently duplicate a project by clicking on the duplicate functio
Daniel Steyn_6162 Posts: 19
Change suggestion request: I can currently duplicate a project by clicking on the duplicate function. But this is cumbersome when I do account management and I want to duplicate several deals for future forecasting purposes. I would like to have the option to duplicate it for every X month or Y quarters Z times. By doing so, I can duplicate more projects faster for future forecasting purposes.
Mike van der Valk Posts: 4,058edited June 2022 #2
Hi @Daniel Steyn are you trying to create some sort of payment schedule or recurring deals for the same person/organization? If this is the case, perhaps this can help you out as well: https://support.pipedrive.com/hc/en-us/articles/360006765278-Recurring-Revenue-feature-0