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

Sol Levinger
Sol Levinger Member Posts: 1
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: 52
    First Anniversary 5 Likes Name Dropper First Comment

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