Transferring info from Opportunity > Project | Voters

Transferring info from Opportunity > Project

Erin Rudy

I have an automation setup to create a project when an opportunity is moved to Closed Won. I'd LOVE if the new project would bring over any info from common fields, as well as any Notes. Today I have to manually process that.

November 5, 2024

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

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.

Solomon Antonell

Susan Russell this might exist already, at least to some degree. I do agree an actual tab sets within the project or just all notes flow through would be best but this might help.

Alison Waidell

The transfer of notes would be huge. We're also manually moving notes from Opp > Project once it's Won.