Project manage
modified:How to to find Projects? |
1. To find Projects, you should:
1. Go to Orders:
1.1. Press ;
1.2. Press ;
Now you can see active Project list
2. Choose project
Now you can see Project information
Here you can see, change information, upload documents about Project
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If you would like to create Sales event, you could press and create it.
1. To create Sales event you need to press :
2. In dialog table:
2.1. Enter name;
2.2. Sales event type from Sales Event type List:
- Phone call;
- Meeting online;
- Price proposal;
- Email proposal;
- Meeting on exhibition
2.3. Sales event date and time;
2.4. Duration;
2.5. Participant (you could add (press ))
3. Press
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If you press you could relate your Project with Sale, Development or Order and get information about them.
How to manage the Project? |
When you create New Project, you could manage it with buttons. We will explain what button indicates and when you should press them:
Button | What does it indicate? |
![]() | You could subscribe notification about project (button will be active ![]() |
![]() | You could quickly send project to Development |
![]() | You could create new Order |
![]() | You could archive project (you could find it later) |
![]() | You could see Activity log in project |
![]() | You could delete project (you couldn't find it later) |
You can add a date when you would like to get Remind Email regarding Sales Opportunities Project. You should choose date and create new Periodic Listener Action