Automatically transfer “mission reserved” times
Automatically transfer “mission reserved” times
Did you know that it is possible to automatically transfer your “mission reserved” time from a proposal once it is won?
Nothing could be simpler: in the menu of your home page, click on Admin > Administrator panel > Business settings > Modules > CRM. In the “Proposal time management during mission creation” tab, all you need to do is check:
The benefit: an automatic transfer of resource planning as soon as a won commercial proposal is transformed into a mission.