Create project folder in CompanyCam and update Salesforce when new opportunity is recorded
Create project folder in CompanyCam and update Salesforce when new opportunity is recorded
Create project folders in CompanyCam when new sales opportunities are recorded in Salesforce. Capture all relevant details and link them back to the original opportunity for better organization and faster project initiation.
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Overview
Create project folders in CompanyCam when new sales opportunities are recorded in Salesforce. Capture all relevant details and link them back to the original opportunity for better organization and faster project initiation.