Projects
Projects help customers (and admins) group related quotes (e.g., one construction site, one procurement campaign, one tender).
Location:
- Sales → B2B Quotes → Projects
Common Workflow
- Customer creates or selects a project
- Quotes are assigned to the project
- Sales can filter by project and track totals and status distribution
Typical Project Fields
- Name
- Description / notes
- External reference (ERP / internal ticket)
- Budget and deadlines (depending on setup)
Automation
Projects can be used in:
- filtering and dashboards
- workflow rule conditions
Import/Export
Projects can be imported/exported via the CSV add-on:
Screenshot placeholder: projects grid + project editor
File:./_screenshots/admin-projects.png