I am going to have a set of "opportunities" on a pipeline page that when approved become projects. Both the opportunity detail and the project detail pages i expect to be based on custom templates within my space.
Is there a way to create the project page AND LINK THE TWO together? I would like the project page to have the opportunity page as a related page automatically.
I also would like certain fields to be copied from one to the other (ie i would like the sales person to be brought over from the opportunity to the project automatically). Preferably that would just come over as a table on the project page that would just be automatically filled with the same data from the opportunity page...
Hi my Community friends! For those who don't know me, I'm a product marketer on the Confluence Cloud team - nice to meet you! For those of you who do, you know that I've been all up in your Co...
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