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Add New Project Status
By default Our CRM ships with 5 predefined statuses, Not Started, In Progress, On Hold, Cancelled, Finished but you can inject new statuses with simple action hook to fit for your needs. The statuses Not Started and Finished are core statuses and ...
New Customer Contact
New Contact To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts. To create new contact related to this customer click on the New Contact button. Firstname – ...
Create New Task
In order to create a new task, from the main menu navigate to Tasks and click on the New Task button. Subject – Enter the subject for the task in order to easily identify it. Hourly Rate – Set task hourly rate Start Date – Set the date when the task ...
Link Estimate To Project
Go to Menu -> Sales -> Estimates and click Create New Estimate Select customer. A drop-down with projects will be shown below the customers select field (if no projects associated with the selected customer the dropdown with projects wont be shown) ...
How to Create a New PEST Analysis
1. A PEST analysis is a strategic framework for scanning the micro-environment factors that can impact an organization or project. It breaks the external environment into four key domains. Political, economical, social and technological. To begin, ...