Templates in a project that extracts information from linked deals

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Sharon Vinspiration
Sharon Vinspiration Member Posts: 2

It would be great if there was a way to create a template in a project that extracts information from all deals linked to that project, and the persons linked to those deals. We work with projects that are linked to 10-20 deals (linked to 10-20 persons) and need to generate data from them within a certain project.

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