In addition to sales projects, Scopevisio offers various other project types for project organization in your company - this facilitates structuring, quick access to content and ultimately processing. The various project categories are briefly presented here.
Sales projects
Scopevisio sales projects are created from the main function Sales under the main function element Opportunities and are an instrument for managing sales along the sales pipeline. They make it possible to map several sales processes for one and the same contact in parallel.
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You can find out how to create a customer project or projects in all the following categories here.
There are no specific roles for the investment, development, consulting, organizational, social and other project categories. The distinction is only used for better structuring and to facilitate billing.
The non-specific project type Other is available in all categories.
Investment project
In an investment project, the focus is on property, plant and equipment. Financial resources are converted into tangible fixed assets.
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