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Completed

Project Board

Krista Guerrero 3 months ago • updated by Max Kamyshev 3 months ago 4

Projects on the board should show the company name its associated with. The project owner could be minimized to just the icon. It would be great if you can color code these as well. 

Are opportunities and projects the same thing? Its a little confusing. 


Do opportunities convert to projects or are we just doubling our efforts or do we use one over the other? I want to be able to track my sales and it looks like opportunities is the only thing thats tracked.

Completed

Hello Krista, 


Opportunities and projects are different entities. You're able to convert an opportunity to a project using Create button on an opportunity page.


You have to track your sales using opportunities, then you can convert a successful opportunity to a project and go trough your project workflow.