Job Instruction

Joe Frasca
Joe Frasca Member Posts: 3
edited July 2022 in Sales CRM #1

We a deal is WON, I want to create a "job instruction" sheet that I can print off and put in a physical file for the field teams to do the works.  Does anyone know how I can get certain fields out of the deal and into a format that I can easily create such a thing?