Accounts

RapidStartPROJECT – Accounts

One of the core items that you and your users will create and track RapidStartPROJECT Projects against, are the Accounts you work with.

RapidStartPROJECT adds some features to your existing RapidStartCRM Account form.

Account Record Form

On your Main Account Record form, you will notice the RapidStartPROJECT additions. A new tab has been added for Projects , and a new Quick Steps button to create a new Project with one-click.


Projects Tab

Clicking on the Projects Tab will open the list of related projects. You can open a Project record by clicking on the Project Name . You can add a new Project from here , or by clicking the Quick Steps button on the Account main Summary tab.