Project Management – Subcontractors Many organizations subcontract some or all of their Project Tasks to other companies to perform on their behalf (Subcontractors). Creating Subcontractors Subcontractors are Account and/or Contact records where the option “🛠️ Is Subcontractor?” has been selected. Once selected and saved, the Account or Contact forms will transform to display information relevant to… Read More


Project – Accounts The RapidStartCRM Project Management Addon adds some features to the Account forms and includes a new Project-Focused Account form. Account Record Form On the Account Record form, you will see the additions. (1) A new tab for “🛠️ PROJECTS” (2) A new “🚀 Quick Steps” button to Add Project You will also notice… Read More


RapidStartCRM – Accounts One of the core items that you and your users will create and track in RapidStartCRM are the Accounts you work with. These could be your customers, vendors, partners… any kind of business entity really. Account List View The List View of Accounts will open, which looks similar to a spreadsheet. (1)… Read More