Ability to copy job target to client account from seller account

4 votes

Looking for ability to copy a collaborative target job to a new client account. Partner likes to create a collaborative job target job as part of sales pitch with prospects. If they land the account, would like to copy that into the new client account

Under Consideration Seller Tools Suggested by: Caraline O'Brien Upvoted: 19 Nov, '25 Comments: 0

Comments: 0