I sent a client a proposal smart file from within their project and when they completed it, it created a new project with that file, not associated within the original project. And I can’t figure out why.
I’ve sent additional proposals to clients within products before when they wanted additional services, and it didn’t create a new project before.
I did add some fields to the smart file that included Name and Company name, but I looked and they are not marked to sync. The client did enter a slightly different Company Name in the proposal.
I double checked, and the proposal is listed in the Proposal templates, not as a Lead Form.
Anyone know why this happened?
And I’d like to merge the projects to fix the mistake. That should be possible, right?
