As opportunities progress through the sales cycle to successful conclusion, Project records are automatically created that provide the delivery teams with instantaneous information about the Opportunity, what has been sold and expectations around timing.
These Projects can be reviewed, assigned to the appropriate Manager and tracked through your own fully customisation project processes.
Creating a new Project is as simple as clicking one button within your Opportunity and can even be automatically created as soon as your Opportunity reaches a specific point in the sales cycle, ensuring that your project teams are notified instantly as contracts are won.
Notify your Project Managers automatically via either their Home page or via email as projects are assigned to them.
Build completely customised project lifecycles for your active and inactive projects allowing you to match your own chosen project methodology exactly.
