Projects Tab Marketing>Firms

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Overview

The Projects Tab displays associations of a Firm with a particular project.

 


 

Field Descriptions

Below are field descriptions for the Projects Tab.

 

Name

Project Path - Unique Path of the Project associated with the Firm.
Name - Name of the Project associated with the Firm.
Project Type - Charge Type of the Project. The charge type is configured in Project Administration>Projects>General Tab.
Stage - Marketing Stage that the Opportunity is currently at. A User Defined Field. The Stage list is managed under Administration>List Management>Lead Stages.