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.