Thank you for the reply. I'll give it a few days here then post in the other forum as you suggest. I've got to believe that there is a GTD product or something somewhere that does this, as I would think such a process (each new sale = a new project which has the same list of tasks created each time) would be very common.
I looked within the netcentrics add-in sold by david's company and you can't even copy projects and change names... I dunno if it's outlook or the netcentrics add in



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