Actions
- How to Archive/Unarchive a Project or Company
- How to Create a Note
- How to Create a Task
- How to Export a Task to Your Personal Calendar
- How to Export Projects and Companies to Excel
- How to Manage Your Key Accounts
- How to Manage Your Project Pipeline
- How to Share a Project or Company
- How to Track a Company
- How to Track a Project
- How to Use Collaborations
- How to View and Complete a Task
- How to View Your Key Accounts
- How to View Your Project Pipeline