Kosmo Campfire – Auto Generate Projects from Opportunities

In this Kosmo Campfire we look at how to automatically generate a Project Plan (Project, Milestones, Actions, Checklist Items, Contributors and Dependencies) from an Opportunity. We run you through the various methods for auto-generation of Projects, including: • Opportunity • Products • Products – No Duplicates • Base Template + Products • Base Template + Products – No Duplicates Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce