Tradepoint Business Management Solutions - Everything Business, connected.
Shopping CartCart: 0 Items, Total: $0.00
Login to your Account
Get a FREE Demo - Try Tradepoint for 30 days

14.41 How to Link your Project to a Customer or Lead

Apr/4/2007



 

Linking a Project is a Collaborative Tool within Project Management and is done through the originating Lead field in the top tool bar of a Project.

The originating Lead field contains a drop down menu. Simply type in all or part of a Contact name to assign this Project to a Contact. When you have assigned a project to a Contact it will be listed within Projects as well as in that Contact file and can be accessed through either location.

 


Related Articles
<Articles>


Thank you for Adding an Item to your cart

# of Items Added: 1
Total of Items Added: 0.00
Continue Shopping Show Your Shopping Cart