Generate a Project from a Won Deal

One of the things that sets Ravetree apart from other CRM / Pipeline platforms is we give you the ability to generate Projects from Deals that you have won!

If you link a Project Template to a deal, when you mark the deal as "won", a Project will automatically be generated based on the Template you have linked. You and the assignees of the work items will automatically be notified of the new work available.

To add a Project Template to a Deal, edit an existing Deal, or during the creation of a Deal, select any Project Templates you may have from the Drop Down.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.