Create Projects from your Opportunities 2

Create Projects from your Opportunities

1 min read15th of September 2021

Use best practice project templates and Salesforce flows to automatically create projects when your opportunities close (or earlier in your sales process)

  • Select Template based on Opportunity or CQP line item details
  • Pass details from Opportunity to the Project such as ‘Services Revenue’
  • Share Project details with your Customer

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