Projects
is there a way to make a 'deal' into a 'project' once it has been won so that all the team members can continue working on the sale with the deal history?
9
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Hello,
We have released a multiple deal pipeline feature today which means you can create a new pipeline to move a deal to once it has closed as a sale and you want to transition it to a project management-style view.
Learn more here – http://www.nimble.com/blog/nimble-launches-multiple-custom-deal-pipeline-management/
Cheers,
Joseph