When GoProposal creates work items, what other information is created?

Any information documented in the chosen template will be created in the work item within Intuit Practice Management powered by Karbon

Written by Ian Vacin
Updated over a week ago

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