Customer currently has their CRM integrated with Responsive, so opportunities submitted by Sales flow into Responsive through Intake and remain connected to the CRM opportunity. Their pharmacy proposal team frequently receives RFPs that are nearly identical to previous projects. To save time, they are cloning an existing Responsive project because cloning carries over both the RFP content and the previously assigned SMEs. They are seeing this roughly two times per month.
The issue is that when they clone the old project instead of working from the new project that came through Intake, the cloned project is no longer connected to the CRM opportunity. They can manually reconnect it, but the customer does not want that to become the standard workflow because it impacts process consistency and reporting.
Their ideal workflow would be:
Accept the new CRM opportunity through Intake
Select an existing Responsive project to clone
Bring the content and SME assignments from that previous project into the newly accepted project
Preserve the original CRM opportunity connection
Is there currently a recommended workflow could help them with this cloning process? If not, is this something on the roadmap or something we should submit as a product enhancement?
We discussed section templates as a possible workaround, but those would not carry over the SME assignments, which is one of the main reasons the team relies on cloning today...
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Message to Product team and response:
sathish sivanantham [1:50 AM]
@Henry Henares Since this is related to intake, project and CRM I will let @Khalees KV to take this question. I do not see "Section template" related to this.
Khaleeswar [7:58 AM]
@Henry Henares We do not have workaround or solution approach at the moment. We need to consider this as S4 for future.
