Project manage

1. To find Projects, you should:

    1. Go to Orders:

        1.1.Click on;

        1.2. Then-;

Now you can see the active project list

2. Choose a project

Now you can see the project information

Here you can see, change information and upload documents for the project

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1. To create a sales event, click on :

2. In the dialog table:

    2.1. Enter a name;

    2.2. Choose a sales event type from the list:

• Phone call;
• Meeting online;
• Price proposal;
• Email proposal;
• Meeting on exhibition

    2.3. Enter a sales event date and time;

    2.4. Duration;

    2.5. Participants;

3. Click

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When you click on   you are able to relate your project with sales, development or orders and get information about them.

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After creating a new project, you can manage it with buttons. 

Button	What does it indicate?
	You can subscribe to get notifications about the project (button will be blue when active)
	You can quickly send the project to development
	You can create a new order
	You can archive the project
	You can see the activity log in the project
	You can delete the project permanently

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 You can add a date when you would like to receive a reminder regarding a sales opportunities project. You should choose date and create a new periodic listener action

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