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.