Can I convert an won lead or deal to a project?

Sol Levinger
Sol Levinger Member Posts: 1
edited August 22 in Sales CRM #1

Once a deal is won is it possible to convert it (or automate it) to a project?


  • Jonathan Gennick
    Jonathan Gennick Member Posts: 49
    Third Anniversary 10 Comments 5 Likes Name Dropper

    One approach is to use an automation to create a project using data from the deal. That's the approach I currently am using.