Transferring info from Opportunity > Project
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Susan Russell
Just popping back in to say I think this is very similar/possibly a duplicate of https://feedback.withmoxie.com/lead-gen-pipeline-feature-requests/p/convert-a-opportunity-into-a-project
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Susan Russell
And files! Alternatively, I'd accept an Opportunities tab in the Project that just links any opportunities associated with the project so I can find the data there. Anything that keeps me or my team from searching so many places to find data.
Alison Waidell
The transfer of notes would be huge. We're also manually moving notes from Opp > Project once it's Won.