Custom Fields - Deals to Projects

Daniel Hungerford

Daniel Hungerford Member Posts: 2 VERIFIED MEMBER

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First Anniversary

March 2023 edited June 2023 in Ideas and Product Feedback #1

It would be of great use, if the custom fields from the Deals pipeline could be Moved/Duplicated when a Deal is won and the Project is created.

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Active · Last Updated March 2023

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Amit Sarda (AmitSarda.xyz) Member Posts: 1,603 VERIFIED MEMBER

March 2023 #2

Perhaps it's already possible using Pipedrive workflow automation?

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