Starting from the top with leads. I've created customer properties that were non existent but are related to my field of service.
After then a customer is then transferred from lead to opportunity. Then they come into the pipeline fine with the fields designated. Great.
After this i go into the crm at the stage with the customer and the properties i have created and create a quotation. This is where my problem starts.
First when i create a quote i am trying to relay that information onto what I've added as a "description of work" and "year make and model" onto the quote. These fields are no longer available once a quote is created. Therefore i manually add them in again.
Next is project creation. Once the project is created it designated the quote number and project template as the name for the project. In here i would like to change it to the description of work and year make and model.
I guess my overarching problem is the data from lead to quote to project doesn't match and i would like to figure out a solution that way i can stay more organized when i have multiple vehicles in my shop at once.