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4:15

Create a Project Sub-Task

Projects

Create project sub tasks from various locations in the system

3:30

Create a Project Task

Projects

Create tasks for project member to complete

1:56

Add Project Team Members

Projects

Designate employee or contact to a Project and define their role on the Team

7:57

Create a Project

Projects

Create a project - 4 different ways: from Quote>Order>select Project Template; from Customer>Projects tab; from Project "copy" this project; from Project menu>Template List.

5:21

Sales Forecast Quick View

Sales

View Sales Forecast of active Sales Opportunity in grid with helpful visual color indicators to manage opportunities and filter results (by salesrep, value, % probablity to close, expected close dates...) .