CRM+ Create Job from Closed/Won Opportunities
What’s New:
CRM+ Reloaded customers can now create Jobs directly from Closed/Won (CW) Opportunities. This works the same way you already create Service Agreements and Projects from Opportunities. Most details will automatically carry over to the New Job form, helping reduce manual data entry.
A new Won Opportunities tab is available on the Job List. This tab shows Closed/Won Opportunities that are not linked to a Job.
You can now select a Won Opportunity and choose Create Job. The New Job modal will be pre-populated using details from the Opportunity.
When a Job is linked to an Opportunity, the Job detail page shows a Related Opportunity field in the sidebar.
When an Opportunity is linked to a Job, the Opportunity detail page shows a Related Job field in the sidebar.
When creating a Job from an Opportunity, a banner shows the Opportunity information for added context.
This is only applicable for customers with CRM+ feature enabled.