Contacts

RapidStartPROJECT – Contacts

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

RapidStartPROJECT adds some features to your existing RapidStartCRM Contact form.

Contact Record Form

On your Main Contact 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 Contact or Account main Summary tab.