Can I automate a 'New Deal' in a different pipeline, created from the the details of a 'Won Deal'?
We have 2 pipelines. Sales and Production.
We want a 'New Deal' to be automatically created in our Production pipeline, with all the details from the 'Won Deal' in the Sales pipeline the moment the sales deal is set to won.
Is this possible?
OR - can we have the won deal (with ALL the information from the deal) appear instantly on our Production pipeline the moment it is set to won?