Integrating with CRM with projects
Hi All
I need to use Projects in combination with CRM - I am both a sales person and deliver projects. So I have the following issues -
I cant see how you integrate the Projects Calendar with the CRM Calendar?
I can't see how you get a report about what commitments you have made within projects so you can see when you can deliver projects for clients - am I over allocating work to myself, when would I be free to carry out a task etc.
How do I get a report out of the system to show the number of days effort required so that I can submit this as part of an estimate for clients?
Nick