Projects Overview
- Projects Overview
- Create a new project in Heeros PSA
- Projects list view
- Project specific invoicing details
- Invoicing addresses for customers and Projects
- Add activities
Sales Projects & Pipelines
Internal Projects
Project's Finance
Customise, Copy & Mass Editing
Quote & Proposal
- Create sales quotes and estimates
- Creating sales quotes in other currencies
- Sending quote for approval
- Create quote copies and build templates
- Sales quote's proposals
- Export quote to Excel