Carry fields from Deals to Projects
When we convert a deal into a project, much of the data carries over, but not all. We would like to carry the 'Value' field over, so in addition to seeing see how much potential revenue is in the deal pipeline, we can also see how much revenue is in the project pipeline.
Additionally, we created a Cost Basis custom filed in deals. We would also like that to carry over to the projects so we can see both revenue & cost in the project pipeline.
While you could start with allowing specific fields to carry over, you could also give users an option to select which fields to carry over and which to leave.
Thank you for considering!