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?