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Project Requests

Feature Details Preview

Project follow-up by team

The Project module of SoClose allows you to easily create, manage, and duplicate projects. You can set multiple project categories for each project and when creating a project task, you must associate it with a customer name. You can also associate a project with multiple activities, accounts, opportunities, and business. The module includes features such as creating a new project, viewing the project list, displaying project tasks, and importing a project directly via a CSV file. This module helps you effectively manage and track all your projects in one central location.