Introduction to setting up a new project once a deal has been closed on crm
Below please find a link to a short tutorial on how to setup you project once a deal has been set to "closed won " on crm.
How do you explore the project details to understand the project ?
How do you open tasks for this new project ?
How do you allocate tasks to your team members ?
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Approval of potential/deal set to closed won before and after approval
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Introduction to nouv zoho crm
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Confirming deal details, lead source and service category
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