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AJFenlason
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Member since ‎Oct 20, 2017
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AJ Fenlason

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lukewd on May 08, 2020
Deal Workflow Action: Create Project (from Template)
I would like to suggest creating a new Workflow Action which allows me to create a Project (from a pre-defined Template), and assign a user/team. Use Case: We use Projects for customer onboarding after a deal is won. We have a Project template w read more
Reply Idea Deals
22 upvotes
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AJFenlason
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November 10, 2021
This would be a solid addition. Current process 1. Deal is marked Closed Won 2. Triggers Workflow to Create a Task with a Link to the Project Templ...read more
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