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

Sol Levinger
Sol Levinger Member Posts: 1 VERIFIED MEMBER
edited August 2023 in Sales CRM #1

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

Answers

  • Jonathan Gennick
    Jonathan Gennick Member Posts: 88 VERIFIED MEMBER
    Fourth Anniversary 25 Likes 10 Comments 5 Up Votes
    #2

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

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