<aside> General

Home page

Prospects

Deals

Projects

Business Manager

New biz deals

Renewal deals

Activities

Dashboard

Reports

Accounting

Contacts

Contacts

Companies

Other pipelines

Networking

Recruitment

Informations

Help

⚫️ n-crm App

</aside>

<aside> <img src="/icons/info-alternate_gray.svg" alt="/icons/info-alternate_gray.svg" width="40px" /> PRO TIP: Managing your Projects

The Projects page helps you track and organize all your ongoing and past projects, ensuring smooth execution and follow-ups. Keeping this database structured allows for better visibility and progress tracking.

You can customize this page by unlocking the database and adjusting the view, filters, and sorting. For example:

• Sort by last modified or date added to keep track of recent updates.
• Filter ongoing projects to focus on active work.
• Use tags or labels to categorize projects by priority, status, or type.

📌 Reminder: Once you’ve set up your preferred view, delete this block to keep your workspace clean.

</aside>

Untitled