Projects and pipelines - General
- Projects list view
- Create or copy a project
- Sub-projects
- Pipeline - Overview
- Pipeline stages and probability percentages
- Mark a project as won or lost
Project details
- Project overview
- Project specific invoicing details
- Accounts and projects' invoicing addresses
- Customer and project hourly rates
- Activities
- Manage activities in the Kanban view
Quote & Revenue recognition
- Create sales quotes and estimates
- Sending quote for approval
- Create quote copies and build templates
- Sales quote's proposals
- Create scheduled invoices from quote
- Convert a sales quote to an invoice