Projects

Sales opportunities are the main tool for managing customers' relations. It is used for tracking all opportunities with existing or possible clients. This way your marketing team can manage and improve marketing. Each opportunity is represented by a card that can be then dragged across all set sales opportunities stages.

How to create new project?

Project manage

To find Projects:

        1. Go to  ;

        2. Click on ;

Now you can see the active project list:

Here you can see and add ()  active projects.

Also you can manage projects with buttons:

Button	What does it indicate?
	You can choose what kind of information you want to see (By date, By update date, By position, By tag)
	You can choose projects, where you are a participant
	You can choose yourself
	You can choose a customer
	You can choose a date (from to)
	You can choose a project stage
	You can choose project tags

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Here you can see, tag (), see summary (), edit () and delete ()  all projects you have ever had

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Here you can see your projects in a chart

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Here you can see, add () and edit () stages of your projects (order, color, name)

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Here you can see, add () and change () types of your projects

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