Bitrix24 Community

Support » Forum » Jesal Bhowmick
Select date in calendarSelect date in calendar

Pages: 1
CRM link to Projects, Create a link in Projects to Deals
Thanks for your quick response Yana.

I understand the concept of workgroups .

We're trying to have a field / section under workgroups that can be linked back to a CRM deal. It could just be a link to the deal or it could be a section showing details of the closed won deal. I can see that Tasks under workgroups can be linked to a CRM deal but when viewing the Task list, there is no column for the Deal (and I can't add the column either).

Is there any way we can achieve this?

Thanks!
Jesal
CRM link to Projects, Create a link in Projects to Deals
Hi Support,

I want to add a field on Projects to link it to the Deal that it is related to.

When a Deal is closed won, a project might be created as a result and we should be able to capture this relationship..

Anyway to do it as a custom field?

Cheers,
Jesal
Pages: 1
3,000,000+
organizations
are already using Bitrix24