Expand my Community achievements bar.

The Community Advisors application is now OPEN for the second class of 2024. Apply to become a part of this exclusive program!

Marketing Request Form to Project Conversion

Avatar

Level 4

8/3/20

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.