Turn Won deals into delivery instantly. Finding and managing work is smoother too.
Features
Create A Project From A Won Deal: You can now create projects from won deals, linking between the two for quick access.
Automate Project Creation When Deal Won: Don't fancy clicking the button yourself? You can use a new automation to create projects as soon as a deal is won.
View All Of A Contact's Companies: You can now more easily find a contact's companies and navigate to them when they have multiple related companies.
Improvements
Search will global search by default
Search to filter contact, company, product & package tables
Filter Tasks by location
Auto Assign User As Project Creator When Creating A Project
Completed/Cancelled Projects Are Now Hidden From All Projects
Fixes
Clicking x contacts on company profile now shows the contacts tab as expected