Projects
Group multiple opportunities together and quote for them all at once using a project.
12 articles
What is a project?Group multiple opportunities together and quote for them all at once using a project.
The projects main screenSee all projects on your system using the Projects main screen.
Create a projectStart organizing larger events or jobs by creating a project.
Add a new opportunity to a projectCreate new opportunities directly from a project page.
Add an existing opportunity to a projectHas a job grown more complex? Transition to a project by adding the opportunity to a new project.