Opportunities and Project Settings

Modified on Thu, 14 Mar at 9:47 AM

If you wish to add a Dynamic Details field every time a new opportunity or project is created, you can add this field here and specify the category and type.


You can edit the default stages of development for new opportunities.


You can edit the default settings for roles within a team and edit the hourly cost of each.


You can opt to automatically add Project Executives to the workplan for each new project associated with that client.


You can allow opportunities to be converted at any pipeline stage.


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