A project is born the moment a quote is approved, with its billing installments already set up. It can also be created by hand when it needs to be.
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Once a CRM quote is approved, the project creates itself — with its billing installments already built.
For work that doesn't start from a sale, create a project directly, without going through CRM.
Status, owner and real progress for every project, end to end.
The project's committed installments are the same ones that later show up as "to be invoiced."
What was sold in CRM and what's running in the project are the same information — never two separate spreadsheets.
Turned on for anyone who sells projects: services, health and beauty. Turned off entirely for those who don't need it.