Tutorial News Comments FAQ Related Articles

How To Create A Project In Suite CRM

{{postValue.id}}

How To Create A Project In Suite CRM

This video explains the method to Create a Project in SuiteCRM 7.11.7 Accounts.

Process:

Enter into the project templates snap1 Create a new project templates snap2 The project templates has been created snap3 Create a new Project

snap4 Enter the resource list for project snap5 snap6 The project has been created snap7 You can create a new task For project snap8 The project has been created successfully snap9

With this, The Method To Create A Project In Suite CRM

Tags:
Author: 

Comments ( 0 )

No comments available

Frequently asked questions ( 5 )

Q

What is the use of the Project module in Suite CRM?

A

In SuiteCRM the Projects module allows the User to arrange their organization’s projects by tracking the number of Tasks and allocating resources. Once set up, a project can be visualized in the form of a Gantt chart or using the project grid.

Q

What are the use of Cases module in Suite CRM?

A

In SuiteCRM Cases are used to record interactions with customers when they ask for help or advice, for example in a Sales or Support function. A Case can be created, updated when a User is working on it, assigned to a colleague and closed when resolved. At each stage of the Case, the User can track and update the incoming and outgoing conversation thread so a clear record of what has occurred is registered in the CRM. Cases can be related to individual records such as Accounts, Contacts, and Bugs

Q

What is the use of Suite CRM?

A

SuiteCRM is a free and open-source customer relationship management (CRM) solution that gives users highly actionable insights on which to base critical business decisions, actions, and strategies.

Q

What are the modules that available in Suite CRM?

A

Accounts module
Bugs module
Calendar module
Calls module
etc..

Q

What are the features of the Location module in Suite CRM?

A

The Locations module is used to capture the venue/site information where events are held.

Back To Top!