|That's Just Brilliant|
Process setup is a straight forward activity. It can take only minutes to set up the process and begin adding steps as needed. You will be able to manage your process activities and resources effectively.
|Unlimited User Access|
|Manage Entities (Companies)|
|Manage Process Steps|
|Integrates with Project Manager|
|Tracks Time Frames|
|WYSIWYG Description Area|
In the CRM, set up your client as a company or a contact. Add name, contact information and other relevant details.
Define the following for a process:
Define the following for tasks:
View tasks from all projects in the Manage Steps view. Steps change in color based on the the due date
The process management tool is integrated with the project management tool. If you have access to both tools a merged view allows you to see all relevant activities at one time. Users are able to see all of the activities assigned to them.