In workflow, we have a potential customer call. We enter in that information in JoomCRM. We then go over particulars of the client's interest and Close a Deal. We would then like for JoomProject to be populated "automatically" with the customer contact information, title of project, product requirements, etc that get implemented in the Project using a "Template" for typical Tasks/ Milestones / Dependencies for this type of project.
How can this be made to avoid double keypunching in the information?
How can this be made to avoid double keypunching in the information?
Yeah seems to be a great feature integration too for these products giving value to each other. 
- ANDI Amine
- 1 month ago
- #35
currently not, but we need some details how integration should be done i mean in UI and Workflow of JoomCRM and JoomProject.
for example link a project with lead or deal ...
for example link a project with lead or deal ...
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