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Projects in CRM FREEProjects have the same notes, calendar items, important date and document storage sections as contacts do. All changes to the project are logged in the notes so you know what was done and by who. You can assign users to view the project or a group of users. Projects can be linked to a contact(s) record or a group(s). For example each purchase a contact makes could be entered as a project with the order and shipping dates in the dates section of the project. All notes related to fulfilling the order, calendar items to pack and ship as well as the value of the sale and the confirmation number provided to the customer. Using it for projects in your office adds value. The example above of using it for hiring new employees keep everything in one easy to find place. Each person sending a resume can be a contact in the system and linked to a project for hiring a new employee. Keep their resume and notes on each person in their contact record and notes and calendar items in the project as an overview of the entire process. ![]() |
Contact Management Contacts Searching Grouping Important Dates Custom Fields Import & Export Capture from Web Forms Calendar Adding Items Calendar & Lists Alerts Templates Creating New Contacts Adding Notes Adding Calendar Items Linking to Contacts Projects Using Projects Linking to Contacts Document Storage Administration User Access Billing Signup for FREE Now |