It’s a big decision to commit to growing your business and one that involves careful planning. You need to set specific growth targets, seek out financing, and expand your team’s skill set. At some point, it will feel like there aren’t enough hours in the day. That’s because there aren’t! To gain back precious
Qfactor can help you find all OPEN projects for a customer. Qfactor can also help you quickly locate every proposal or project you've archived for a customer — all at once. Watch this video of “Find Projects for a Customer” (Or follow the screenshots and bullet point steps below.)
Qfactor provides a multitude of options for searching and finding. The simplest and most all-encompassing way is SEARCH ALL. As the name implies, it will search all proposals, projects, and archived. Watch the VIDEO DEMO of “Search All” below (Or follow the screenshots and bullet points below.)
Qfactor provides flexibility in viewing your data with filters and search boxes. Watch this VIDEO DEMO of Filters and Search Boxes, (Or follow the screenshots and instructions listed below). FILTERS Did you know … any column with the up/down arrow means it can be sorted? These appear on
Did you know … Qfactor shows you projects without a Project Manager assigned? Watch this VIDEO DEMO of “Projects without a Project Manager” (Or follow the screenshots and bullet point steps listed below). Select Projects from top menu. Filter by Project Manager. All blanks in the Project
Qfactor allows you to create a new proposal or create a new project. This gives you the flexibility to utilize the proposal features or skip right to projects. Whatever way suits your business needs. This example will walk through Create New Proposal. Watch the VIDEO DEMO of Create New Proposal and Add Contacts (Or follow
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