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How to view your projects
2026-06-25 15:16:39If a project is assigned to your company or contact, you can follow its basic information in the CRM.Log in to the CRM.Open the Projects section.Select the project you want to review.Check re... -
Project communication best practices
2026-06-25 15:16:39Important project decisions and requests should be recorded in the CRM so they remain easy to find later.Use short and clear messages.If you request a task, include the desired deadline.Attach relevant files where pos...