The Projects Pipeline

The Projects Pipeline is designed to make it easy for you to see how far Projects have progressed towards completion, at a glance. You can see which Projects are nearing a close and which may need some effort to get…

Adding Projects

What are Projects and why are they useful? Projects are usually created when you win an Opportunity. Once an Opportunity has gone through all the stages in the Sales Pipeline it will be assigned to a Project. Although this will…

Creating a new Project Type

It is highly unlikely that all Projects will follow the same format for example you may have two different products you’re developing that require different stages on the road to delivery to your Customer or you may offer a service…

Add or remove Line Items from a Project

RealtimeCRM allows you to add line Items directly into your Project record allowing you to easily keep an audit trail and have all the necessary information to complete the Project in the same record. You can either add one of…

Duplicate a Project

Sometimes you may find yourself doing the same kind of work for a Company. Or an Opportunity that you work on might yield more than a single Project. Simply use the Duplicate button on a Project to save you from having to…

The Projects Pipeline

The Projects Pipeline is designed to make it easy for you to see how far Projects have progressed towards completion, at a glance. You can see which Projects are nearing a close and which may need some effort to get…