Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Add Project Field to the Opportunity Card - CRM Light; Add the opportunity field to the Project Card

When an opportunity is created it would be useful to reference a project on the opportunity card. Perhaps invoke the project Wizard if the project does not exist.

  • Tom Armstrong
  • Apr 28 2020
  • Planned
Business Impact

Enable sales people to link and manage the project opportunities more efficiently

Industry Vertical Professional Services project estimating
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