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Yes, we are looking to create records in the post-RFP entity from records in the pre-RFP entity. The end-users wanted to have two separate entities to track their records, hence the current situation.<br />
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No, there is not any existing relationship between the two already. Is there some way, via creating (a) relaionship(s) between the two entitites and/or a workflow to transfer records between the two?
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Yes, we are looking to create records in the post-RFP entity from records in the pre-RFP entity. The end-users wanted to have two separate entities to track their records, hence the current situation.

No, there is not any existing relationship between the two already. Is there some way, via creating (a) relaionship(s) between the two entitites and/or a workflow to transfer records between the two?

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In our CRM system we have two custom entities, both with the exact same forms/record types, just one tracks customer information for pre-RFP records and the other for post-RFP records. Is there any way to transfer records between the two entities?
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In our CRM system we have two custom entities, both with the exact same forms/record types, just one tracks customer information for pre-RFP records and the other for post-RFP records. Is there any way to transfer records between the two entities?

Transferring records between two custom entities.

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