Organize your jobs and set up your sales process.
Customize Project Board and List
- Drag and drop to organize
- Customize stages to fit your process
- Move to 'Building' or 'Completed' boards when ready
Updating Projects on Your Board
Project Actions:
- Assign users to projects
- Mark projects as Selling, Won, or Lost
- Track budgeted and estimate numbers
Pipeline values reflect initial budgets and can be updated on your 'Project Overview' page.
Need help with your Project Board? Reach out to our Customer Success team through the in-app chat!