Job Instruction

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

When 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?



  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 373
    5 Up Votes First Comment
    edited July 2021 #2

    You could use the documents feature and add the fields you want to populate from the record.