Can I move a Live Project back to a Potential Project? (PSA Edition)

The Revert Back to Pipeline Tool can be used when a Project has been "won" and converted to a Live Project in error or when a Client has unfortunately changed their mind and no longer wants to proceed with a Project.

The Revert Back to Pipeline Tool can be used when a Project has been "won" and converted to a Live Project in error or when a Client has unfortunately changed their mind and no longer wants to proceed with a Project.

Learn more: Want to learn more... here's an article on Reverting a Live Project to Pipeline.

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