Automatically transfer "booked mission" time

Tip of the Month - Newsletter
Shannon M Jul 21, 2021
Tip of the month

Automatically transfer "booked mission" time

Did you know that it is possible to automatically transfer your "booked mission" time from a proposal once it has been won?
Nothing could be simpler: in the menu of your homepage, click on Admin > Admin Panel > Company Settings > CRM > Modules. In the "Management of proposal times when creating an assignment" tab, you will just have to tick:

The benefit: an automatic transfer of the resource planning as soon as a winning business proposal is transformed into a mission.