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Plan & Setup

  • How to create a project pipeline
  • The Project Pipeline
  • Create a Project from an Opportunity
  • The Project
  • How to create pipelines with activity sets
  • Activity Sets demo video
  • Using projects in Daylite
  • How To Create A Project
  • How to add people to projects

Categories

  • Execution & Delivery
  • Integration & Add-ons
  • Monitor & Report
  • Plan & Setup
  • Automating Workflows
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