Convert Sales Order to Project
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.
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.
And how about being able to Convert the Sales Order to an Invoice WITHOUT having to leave CRM to do it???
Would be great to link the SO to project.
There should definitely be some automated ways to do this!
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.