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Workgroups & CRM


Tasks and CRM

When working on a project you may need to connect workgroup's tasks with particular CRM records, that can be done in the task form (full task form option):

You can connect your task to several CRM items at once - leads, contacts, deals or companies:

When you have several tasks in the same projects associated with different CRM items, you can easily navigate between them in tasks list - just add "CRM" column to the task list via list settings:

Calendar and CRM

Workgroup events can be connected to the CRM records as well. In workgroup's calendar section click "add event", in the new event form your group calendar will be chosen by default, open "more" section to view additional options:

You can select several CRM items - leads, contacts, companies, deals:

Your workgroup's events will be marked with the color you will set, and those events containing CRM items connections will be marked with "CRM" sign:

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