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 RapidStart CRM Project Management Addon adds some features to the RapidStart CRM main Account form and also includes a new “Project-Focused” Account form for the Project App which is shown below. You will also notice that tabs for Opportunities and Cases as well as “🚀 Quick Steps” for those have been removed… 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