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Created a deal by mistake? This case is over and you want to remove it from your list? Alternatives are offered, such as archiving a deal, before you can delete…

How to archive or delete a project on the platform ? What impact does it have on your account?

Add members in business (projects or opportunities) so that they can consult the project for planning follow-up, progress (and much more!) and above all allow them to enter time.

How to add members on the project/opportunity ?

Archiving a project removes it from your list of active projects. All data remains stored and always taken into account

How to archive/unarchive a project and what is the impact ?

Projects are the heart of your agency. Let’s take a look at how projects work on the platform, from start to finish.

What is a project on the platform ? A detailed guide

Would you like to track your furniture, fixtures and equipment purchases on the platform ? Follow the steps below to manage your FF&E operations efficiently.

What is FF&E and how to manage it on the platform ?

Creating and managing a project from A to Z: setup, fee calculation, scheduling, progress tracking, invoicing, and configuration.

How to create and configure projects?

On the platform, tags allow you to filter your projects and clients and perform profitability analyses by project and client type. Here’s a guide on how to create and assign…

How do I create project tags and create tag groups?

Set fees for your time-based project. Add the project roles with a rate and time to get the fees.

How to calculate project fees over time?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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