Add projects to deals
TeamWave lets you add/link projects to deals in CRM reducing your effort of adding things again and again. Once a project is linked to a deal, it will sync all the contact and organisation details automatically. You can add multiple projects to a deal, but only one deal can be linked to a project.
These things should be linked to a deal for linking a project.
- An organisation
- A contact from the same organisation with an email id.
Linking a project to a deal
- Navigate to CRM application
- Click on a deal
- Click on the link button on projects section on the left bottom
- Then select a project and click on the link.
Once linked, that Project will be linked with the Deal and the Organisation.
Adding a new project from a deal
To add a project from deals, you need to initiate a project and choose a project owner. Then the chosen project owner would be able to complete the project creation process by entering the required details.
A. Initiating a project from a deal:
- Navigate to CRM application
- Click on a deal
- Click on the add button on the projects section on the left bottom
- Enter details like name of the project
- Select the project owner (He will only be able to create the project)
- Then click on initiate
This will only initiate a project and send a notification to the project owner.
B. Creating a project:
Once any Project is initiated, the assigned project owner can create the project by clicking on the notification/email received and entering remaining details.
