When adding a project you are able to connect a team to the project, an 'Owner team'. This will give you a better and easier view to see the business opportunities of these certain projects in the sales process and in different stages.
You are able to filter the owner team in the pipeline, the list and the sales report.
When adding an owner team to a project you will be able to view the business opportunities of this project by filtering on your Owner Team.
Adding 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)
