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Use Workgroups/Projects as an umbrella for more Entities, Relate Deals/Quotes/Invoices to Projects
Author: Valentin Grigoryevskiy. Use Workgroups/Projects as an umbrella for more Entities. It is a bit strange that Activities can be related to a Project, but Deals/Quotes/Invoices cannot. Projects are a very cool thing when you have few of them and you need to manage access for team members.
Modified: 08/25/2017
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