My Example CRM

Attach teammates to projects so they can keep track of its progress

Assign a team member to a project

Quickly edit, delete or rearrange your pipeline stages to manage projects

Edit or delete your pipeline stages

If a project falls under a different category than your default, you can update it in Project Details

Update Project Category for a specific project

Store projects off your main pipeline view

Archive your Project

Retrieve an archived project, and move it to Active status

Un-archive a project

Are contact notes shared with the contact?

Create custom pipeline stages to match your business processes

Create custom stages for your project pipeline

Update a projects name, contact information and more

How to edit project details

Update the status of a project as it goes through your sales cycle

How to update the stage of the project

Attach the media you need for project management

How to upload photos, videos, or other media to projects

Keep track of your customers financing progress

How to view & use the Financing Tool Kit

Jana

Projects

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