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This has to be one of our most productive plugins. An easy & useful Project Management module right inside your CRM dashboard… There’s so much more you can do, in so less time. Convert any opportunity into a project, & manage tasks that are specific to the respective lead/opportunity.
Save at least two dozens of hours every month from switching between your project management tools & your Wakeupsales CRM. The Lead Project Management plugin offers you a chance to convert an opportunity into project & manage it in every possible way.
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There’s so much more to the Lead Project Management plugin than what meets the eyes. Take a look at the features that make it a must have for your Wakeupsales CRM.
Convert any opportunity into a lively project, with it’s own task list, people involved, status tracking etc.
Take a glance at all the tasks associated with a project, with all the important information clubbed together at one place. It’s pretty useful.
Track the progress of each of your projects, opportunities & leads, make best use of your resources & boost your productivity.
Convert your opportunities into a project and then the project can have multiple tasks in collaboration with your team. Delegate the tasks to individuals and deliver them. Simplified Project Management within Wakeupsales.
Try 'Lead Project Management Plugin' for WakeUpSales.
Setting up the Lead Project Management plugin with Wakeupsales CRM is easy. Follow the steps below & get started.
gem 'wus_lead_project_management', path: 'vendor/plugins/wus_lead_project_management'
= stylesheet_link_tag "lead_project_mgnt"
=render partial: "/projects/create_project_popup"
=render partial: "/projects/project_link_in_lead_details"
has_many :note, :class_name=>"Note", :as => :notable, :dependent => :destroy belongs_to :user attr_accessible :user_id, :comment, :assigned_to, :status, :notify_email_ids, :priority, :image, :title, :status, :priority, :notify_email_ids
= render :partial => "projects/create_project_popup"
And add = stylesheet_link_tag "lead_project_mgnt" to /app/views/layouts/application.haml file.
has_many :projects, :dependent => :destroy
has_many :project_jobs, :dependent => :destroy
has_many :project_task_types, :dependent => :destroy
has_many :project_job_types, :dependent => :destroy
has_many :project_job_groups, :dependent => :destroy
has_one :project, :dependent => :destroy
That’s how easy it is. Time to manage your Projects…
At Wakeupsales, we deliver end-to-end support for each integration/plugin from our team of technical experts. We treat your problems as ours & we literally mean it.
Not at all. All you have to pay, is a one time fee as mentioned in the Lead Project Management details page. That’s it.
Unfortunately, it doesn’t. The Lead Project Management plugin only works with Wakeupsales v4.0 or above. Please download the latest version Here
There are no hidden/extra costs from our end. Just buy the plugin & that’s it.