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Importing & Migrating Data

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Projects & Event Manager

    Understanding ProjectsCustomizing ProjectsManage Projects using BoardsAdding ProjectsUsing ProjectsUpdating ProjectsDeleting Projects

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Projects & Event Manager

Understanding Projects

  • What is a Project?
  • How Projects can work for you

Customizing Projects

  • Customizing Projects for your business
  • How to customize Projects

Manage Projects using BoardsNew

  • What is a Board?
  • How to add a Board
  • Defining the Stages of a Project
  • How to use Multiple Project Boards
  • How to Add Multiple Boards
  • How to Archive a Board

Adding Projects

  • How to add a Project
  • How to create Projects via the Mail Drop Box
  • Who is responsible for a Project?
  • How to add Contacts to a Project
  • How to add Projects to a Board

Using Projects

  • How to streamline Projects using Tasks and Tracks
  • How to store emails on Projects
  • How to Log your Activity on Projects
  • How to Email list of Contacts linked to a Project
  • How to Attach Files to Projects
  • Linking Projects to Opportunities
  • Filtering Projects
  • Exporting Projects

Updating Projects

  • How to edit a Project
  • How to change the Stage of a Project
  • How to close a Project
  • How to reopen a Project
  • How to duplicate a Project
  • How to find a closed Project

Deleting Projects

  • How to delete an individual Project
  • How to delete a list of Projects

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