NOTES SHOULD CARRY OVER FROM DEALS TO PROJECTS

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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.

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  • Smarch
    Smarch Member Posts: 1
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    Totally agree. this is essential to view any documentation and conversations held prior to the project being won

  • CarlotaLla
    CarlotaLla Member Posts: 1
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    Indeed. We need to copy-paste notes again from deals to projects. So not efficient at all. Could you please review this matter and improve it?