Naming Projects from Opportunities
Matt DeLaRosby
When creating a project from an opportunity by dropping into CLOSED WON it would be nice to have the chance to NAME the PROJECT before creation. For example we name our service projects a certain way to identify them as a service project which makes it easier to track invoices and identify the service projects in the site view.
Would also like any documents we requested for signature to be connected and get transferred or migrated over to the project and not live in the opportunity.