If the details from within a Intuit Practice Management work template are populated, those will carry over into the work generated from the GoProposal integration.
This includes:
Any associated work type
Related work statuses
Attachments and
Budgets
If the details from within a Intuit Practice Management work template are populated, those will carry over into the work generated from the GoProposal integration.
This includes:
Any associated work type
Related work statuses
Attachments and
Budgets