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Templates for Projects and Tasks
âI am going to go ahead and create a project template project for each of our account managers so that they can simply start a new project by duplicating the template and then filling it out from...
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Project Life Cycle
You need to know how long the average project takes from start to finish? Reducing the start/end period will make you customers happy! The objective is to have access to data that helps reduce project...
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Several customizations đˇ
W3B Management Solution is willing to provide customizations based on your company needs. Those customizations are free, we will then offer to our clients as add value to our product! Custom Fields /...
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Automated newsletter communication
Keeping in touch with clients should be a priority for all companies, since without them they wouldnât exist. Maintaining a good relationship with clients might seem obvious, however if there are...
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W3B Project management with client access
Intro / Project management with client access Creating access for your clients Client dashboard  Intro From a logistical standpoint, having clients implies being aware of said clientsâ needs and...
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Creating access for your clients
Providing your clients access helps to clarify the issues they may have concerning the progress of a particular task or project. Setting this up is a two-part process: first you need to create a new...
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PM Client dashboard
Client dashboard Once a client has received the login credentials for the CRM, all they have to do is follow the link and enter the provided information (username and password). The Client dashboard...
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Record notes, visits, and other data related to your leads and clients
Running a successful business implies having to interact with existing or prospective clients and recording such interactions in order to create a history and have a timeline of communication. Once a...
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Log into multiple instances with the same email
This âmulti-loginâ update will let a user log into more than one CRM instances with the same Email and password. Where is this feature useful? For example when your company has more than one Business...
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Getting Started With Opportunities
Page Reviewed / Updated â April 2017 Definition: a business opportunity (or bizopp) implies the sale or lease of any product, service, equipment, etc. that will enable the purchaser-licensee to start a...
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