• TriciaG
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Is there a way to pull in the same Milestones and/or Tasks for each project?  We want to be able to create a project off of an Opportunity and track the different Milestones for the project.  For example,  the following milestones would be used for every project.  Is there a way to pull those in all the time instead of having to manually create them for each project?

1)  Received Quote and Drawing Request
2) Created Drawing
3) Create Quote
4) Send Drawing & Quote to Customer

  • July 21, 2011
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