Create a Product/Cases in a Potential
Hi,
I need to know if it is possible,
With some function it could be done that when a potential is generated, XX products are automatically added to it? or but instead of using products, I could use cases u other solution.
I have a company where to each potential that I create, I have to add 10 items that are always the same and that have three fields: start date, end date and status (selection list -> Started and finished)
Is it possible to automate this option?