Apply Project Templates when creating new Project from Opportunity

We have added the possibility to select a Project template when creating a new project from a Sales Opportunity in the Sales web app. Previously the project was created by default as a blank project. By applying a project template, you can automatically create a predefined set of tasks and milestones.

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2 thoughts on “Apply Project Templates when creating new Project from Opportunity

  1. I really like your apps. I am wondering if custom field can be a link? Some of my contacts own multiple websites. thanks

    • Hi,
      Thanks for your feedback. We just add the option to add a new type “link” for customer fields, on the Upvise Web Interface.
      Please also update to the latest “Upvise CRM Pro” version 4.1.9 from Google Play to take advantage of the new custom field type.

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