For each service you provide, you will create a Project. The Project, much like an electronic file folder, will house all your important information.
Projects have three components:
Important Documents: Stores all created, sent, and completed Quotes, Contracts, Invoices, and Questionnaires.
Project Activity: 17hats automatically files away Notes, Emails, Files, To-Dos, Bookings, and Activity.
Project Details: The date, time, and location of your Project are found at the top for quick reference. Also, all of these details are automatically added to your Calendar.
Can I have multiple Projects per Contact?
Yes, you can have multiple Projects per Contact.
Do Projects need to have a date and time?
No, Projects are not required to have a date nor a time associated with them.
Is there a limit on the number of Projects I can have?
No, there is no limit for Projects.
Projects, like Contacts, are a core feature of 17hats.
You can store an UNLIMITED number of Projects with our Free CRM and every Level of Automation.
What are you waiting for?