When Opportunity Sales Stage set to "Closed Won" how to trigger a Project Template to be created and linked to the opportunity.


I would like to have a project template "Equipment Sales" created after an opportunity Sales Stage status is changed to "Closed Won."  When trying to use the workflow it looks like I can create a new project but it doesn't allow me to have the "Name" of the project set to the Opportunity Name and to select the Project Template "Equipment Sales" I have created.  Is there a way to trigger a project to be created once an opportunity is won?

Parents Reply Children
No Data