Copy Contacts to a Project
Clone contacts from various records to ensure project consistency and save time. Copy both internal and external contacts from other records with ease for seamless project management.
- Related Topics:
- Copy Internal Contacts to a Project
You can copy internal contacts from another entity record to a project. For example, you can copy internal contacts assigned to a similar enquiry or project. - Copy External Contacts to a Project
You can copy external contacts from another entity record to a project. For example, you can copy external contacts assigned to a similar enquiry or project. - Copy External Contacts to a Project
To save time, you can copy external contacts from an external organization that is already linked to a project.
Parent Topic: Manage Project Contacts