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Projects

Group multiple opportunities together and quote for them all at once using a project.

12 articles
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Written by Matthew James Finkel

What is a project?

Group multiple opportunities together and quote for them all at once using a project.
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Written by Matthew James Finkel. Updated over a week ago

The projects main screen

See all projects on your system using the Projects main screen.
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Written by Matthew James Finkel. Updated over a week ago

Create a project

3 articles
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Written by Matthew James Finkel

Work with a project

2 articles
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Written by Matthew James Finkel

Invoice a project

2 articles
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Written by Matthew James Finkel

Work with opportunities in a project

1 article
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Written by Matthew James Finkel

Costing and profitability

2 articles
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Written by Matthew James Finkel
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