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Projects

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

Matthew James Finkel avatar
By Matthew1 author12 articles
What is a project?
The projects main screen

Create a project


Create a project
Add a new opportunity to a project
Add an existing opportunity to a project

Work with a project


Check-in items across opportunities in a project
Close a project

Invoice a project


Invoice a project
Create a percentage or part invoice from a project

Work with opportunities in a project


Project Job Planner

Costing and profitability


How is project revenue calculated?
Get an overview of your total revenue and costs
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