Therefore, it is important that the sales persons already has tools for rough planning of project deadlines, capacity requirements and financial budget, which then live on with the project and are further developed and updated in subsequent phases, but it is always possible to compare the original idea of the project with its current status.
Creating a detailed project plan can sometimes be a hassle. But why start from scratch when it's not necessary? Start with one of the templates we have prepared for you, or create a template from any of your projects, or just copy an existing project. It will save you a lot of work!
If you already have a project schedule in another application, you can transfer it to Instant Team using copy-paste or import. There is a recipe for importing from MS Project.
You can plan projects in Instant Team from the moment of non-binding interest in your services or products. Track business opportunities, share a database of companies and contacts, predict business results and cooperate in closing deals and most importantly do not forget anything important.
You will surely appreciate that you can also create quotes in the program and print them using a template, which you can possibly customize to your liking.