Once an opportunity closes, that’s when the real work often begins. With Cloud Coach Milestones, it’s easy to streamline the creation of projects from opportunities. In fact, in this video, we break down how to automatically create a project from an opportunity in under 6 minutes.
Here’s a written breakdown of how we’re going to create this automation using process builder. (For this, we’re going to assume you’ve already created your project template. If you haven’t, check out this video.)