Advice to setup Project
Dear Insightly Hero,
I need advice to support my operation? Challenge is "how to configure Contact and Project to support following task"?
- Project needs several Contacts (contractor) to fulfill their assignment, each assignment has job code with 3 to 4 "stage" deadlines (date) to complete.
- Screen the deadline (monthly) to follow up (call or email) the progress with each contacts and update the progress to Project Note.
- Some contacts may carry multiple projects with different deadlines to each project.
- After project completed, some contact will be assigned to new or renew project based on their score (1 to 5).
Appreciate if you could share your experience or advice to me.