Service Industry - Potentials Won and automatic creation of project
Hello,
I have been asking myself if it would be possible to get the option to
create automatically a project once the Potential is Closed Won.
The current package seems to work on the assumption that sales and
potentials are for goods but we are working in the service industry and
the potentials are project-based.
This integration would make sense since there is now the Zoho CRM Plus license.
Any ideas and suggestions are welcome
Regards,
Victor MdS