Templates for won deals

When a deal is won, its project is made by itself from a template. This screen says which template: the one the deal's service type, and its size, name.

Where

Leads / Deal › Setup › Templates for won deals

Who

Anyone allowed to see the deal settings.

Press + Rule. A new row appears.

In the row choose the Service type, the Size (or leave Any size) and the Template the project is made from.

Under the rules, choose the Project manager of the project made: The deal's owner or A fixed person. The project manager is told when the project is made, and checks its dates.

Press Save.

The same screen holds the two lists the rules choose from: Service types (what a deal sells; add one with + New service type) and Deal sizes (how big a deal is; add one with + New size).

A deal whose service type names no template makes no project. A won deal with no start date starts today, and the project manager is told to check the dates.