NOTES SHOULD CARRY OVER FROM DEALS TO PROJECTS

IronMan2
IronMan2 Member Posts: 1

We notice that once a PROJECT is created, the notes created in the deal are not visible in the project. We have job coordinators and project managers that only work in projects once deals are won.

Deal notes, mentions and emails should attach to projects once a project is created.

Tagged:
3
3 votes

Active · Last Updated

Comments

  • Smarch
    Smarch Member Posts: 1
    First Comment

    Totally agree. this is essential to view any documentation and conversations held prior to the project being won