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eWay-CRM Desktop
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13. Projects

13. Projects

TitleType
Projects Module IntroductionDocument
TeamsDocument
Convert Deal to ProjectLink
Create New Project From EmailDocument
Resource Plan (Description and Use of View)Document
Import Projects From Microsoft ExcelLink
Workflow (Tutorial Video)Link
Notification About Upcoming Project DeadlineDocument
Notify Team About Items Related to Project or DealDocument
Default Workflow Settings: Project – ReclamationLink
Default Workflow Settings: Project – Internal ProjectLink
Default Workflow Settings: Project – CommissionLink