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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