RapidStart CRM Project Management User Overview

What can you do with RapidStart CRM Project Management Addon?

As a User, you can create Projects. Projects can be “single-level” for simple projects, or “multi-level” with sub-Tasks for larger projects. Projects can be created from Accounts, Contacts or Opportunities with a single click. If your projects are similar, you can create a template(s) from any project which can be used as a starting point for new projects. Within a Project you can track Project expenses and Project Task Time. You can also mark Accounts or Contacts as subcontractors and associate them to Project Tasks. You can view your Projects on an interactive Gantt chart and view KPIs on Project Dashboards.

Get Started

You should explore the RapidStart CRM documentation first, as the core functionality of RapidStart CRM is not covered here. Please explore the links to the right to learn more about each of the functional areas specific to the RapidStart CRM Project Management Addon.

Note: This documentation is updated whenever we release an update. If the information or screenshots within do not match what you see, you may be on an older version.