CRM Software Support Center
INTRODUCTION TO PROJECT MANAGEMENT

Rollout Guide
Preparing Your Company
Configuring Your Organization
Rollout

Data Migration Guides
Exporting Your Data
Importing Your Data
Getting Started
Using the Import Wizard
Using CSV Files
Importing Your Data
Mapping your CSV File

Introductory Tutorial
Accounts
Cases
Campaigns
Drip Marketing
Managing Cases
Events
Solving Cases
Contacts
Forecasts
Leads
Leads management
Opportunities
Quote Management
Contract Management
Color Coding Technique
Product Catalog
Self Service Portal
Reports
Solutions
Tasks

Administrative Tutorial
Administrator Introduction
User & Role Administration
Creating Roles
Role Data Fields
Managing Users
Creating Users
User Data Fields
Managing User Accounts
Editing User Accounts
Changing User Passwords
User Login History
Administration Console
Security and Access Settings
Disk Storage
Customize Selection Lists



What is a Project Management Solution?
CRM Project Management Solution is designed to keep your organization on the right track when managing projects of any size small or large scale, it can be hard to keep all involved working towards the same goal.



Creating a New Project:
  • Go to the Projects tab page Then Click Add Project to create a new project.
  • Fill the Required Data then Click Save.
  • Click On The Track Progrss Button to keep track of your project progress.
  • Also You Can Click Print Button To Print all your Project Details.
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