NOTES SHOULD CARRY OVER FROM DEALS TO PROJECTS

IronMan2
IronMan2 Member Posts: 1 VERIFIED MEMBER
edited May 6 in Ideas and Product Feedback #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 VERIFIED MEMBER
    First Comment
    #2

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

  • CarlotaLla
    CarlotaLla Member Posts: 1 VERIFIED MEMBER
    First Comment
    #3

    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?

  • CJR00
    CJR00 Member Posts: 2 NEW MEMBER
    Fourth Anniversary Name Dropper Combo Breaker First Comment
    #4

    We have the same setup, where our Production staff only look at Projects. But no notes about the job get put on the project from the Deal. @PipedriveExperts.com is this possible to resolve?

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