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  Tuesday, 19 April 2022
  3 Replies
  514 Visits
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?
Yes we can help you adding this features as custom work
4 months ago
Yeah seems to be a great feature integration too for these products giving value to each other. ;)
1 month ago
Did this go anywhere?

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