Automatically transfer "booked mission" time
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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.
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