When adding a project, you can link it to a specific team, called the 'Owner Team.' This feature provides a clearer and more convenient way to track the business opportunities related to these particular projects during the sales process and across various stages.
You can easily filter projects by the Owner Team in the pipeline, project list, and sales reports.
By associating an Owner Team with a project, you gain the ability to analyze the business prospects of that project by applying filters based on your selected Owner Team.
How to add an owner team to a project
Go to Projects in the sidebar and press the '+' next to 'Projects' or click 'Edit' on an existing project. Select an 'Owner Team'.
Filtering the Owner Teams project
In the pipeline, you are able to filter and view your owner team's 'Open' project and see the different projects in certain stages. These stages (Leads on radar, qualification, solution, offering) will show you the process stages of these different projects.
Go to Project > Pipe in the sidebar and filter on your 'Owner team' to view the process.
By hovering the 'i' icon you are able to view the details of a project.
Click on a project to open the project, view and edit more details.
Remember, you are only able to see the projects with the status: 'Open' in the pipe
In the list, you are able to filter and view your owner teams all projects. You are able to see the pipe stage, the probability, the Sales Responsible, the estimated close date and the last activity of the project.
Click on a project to open, view and edit the project with more details.
Go to Project > List in the sidebar and filter on your 'Owner team' and filter the 'Status' you wish to view.
Click on a project to open the project, view and edit more details.
Remember, you are able to filter on one or several statuses in the list (Open, Won, Lost, Abandoned, Suspended)
In the Sales Report, you are able to view the date of your owner teams project when changing the status in a certain project, for example, the date of winning the project.
In the Sales Report, you can also view different values like Estimated, Calculated and Margin in your owner team project.
Go to Reports > Project and 'Sales' and filter 'Owner Team' to view the Sales reports.
Click on a project to open the project, view and edit more details.
Remember, you are able to filter on one or several statuses in the list (Open, Won, Lost, Abandoned, Suspended)
