Convert Sales Order to Project
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John Mohr commented
It is common for multiple projects to be negotiated at the same time; setting up the projects and sales order at the same time will save LOTS of time and reduce mapping and other errors from beginning to end.
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AJ Cunningham commented
Makes complete sense to link the Sales Order to the Project as there should be a facility to associate the customers original Purchase Order to the project and this would logically be via the Sales Order.
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linda commented
And how about being able to Convert the Sales Order to an Invoice WITHOUT having to leave CRM to do it???
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Tim commented
Would be great to link the SO to project.
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Anonymous commented
There should definitely be some automated ways to do this!
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Julien Grandjean commented
If we can differentiate items for work and items for production, it can be great because we can convert items for work into projects.
Cheers.
Julien