Go to Interaction, create the User , define TOPIC ( Project/…/ action to
do, indicate the DEADLINE, then NEXT STEP, CONTACT (key user to your client),
COMPANY (your client) , ref Document (if the case), BUDGET (example – 1500
because, project execution is a financial/production cost and in your Analytic
you can have a clear image between your sales and your production costs) and
choose the PROJECT type ( kickoff meeting/specifications/execution etc.) . If
the case you can add some NOTES and chose the favorite communication channel
and the status.
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