October 25, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Step 4A Overview Features (7)

  • Create your Projects Directly from CRM.
  • Create CRM Project Tasks from your BOQ Items
  • Bulk Update Project Tasks Resources, Priorities and Status.
  • Sync your CRM Project Tasks to Zoho Projects
  • Sync your Zoho Project Tasks and Tickets to CRM
  • Match your Project Tasks and Tickets to your Estimate.