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By default CRM ships with 5 predefined statuses, Not Started, In Progress, On Hold, Cancelled, Finished but you can inject new statuses with simple action hoo...
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To create new project go to Projects from the aside menu and click New Project on the top left button.
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Project timesheets are all started timers for tasks related to specific project.
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Invoicing project is recomended to do only from the project area via the Invoice Project button on the top right side to keep track of all invoices created for...
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By the defaul...
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If you are working on specific projects everyday and you need to access them everyday there is an option to pin the project. The pinned projects will be shown on the bottom left side from the admin main menu.
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Finance Overview is showcase of all logged project ti...
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Projects discussion is a feature in CRM which will give you ability to start various discussions with your customer or project member for a specific project....
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Go to Menu -> Sales -> Invoices and click Create New Invoice
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Project activity is feature where can be track the activity of the project.
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