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Marketing Request Form to Project Conversion


Level 3


I created a CUSTOM form called LEAD GENERATION that has a series of quesions that must be answered prior to submitting a Marketing Request Form (MRF).

The form works great. Only problem is when I convert the MRF into a PROJECT, we lose the form data at the project level. The MRF is linked to the project so when I go back in to check the MRF the dats is intact - just not making it over to the Project Custom Form Tab.

Does anyone know why this is and how to fix it?

I tried uploading files but the system says it cannot upload the. I tried PNG.