Qfactor can help you find all OPEN projects for a customer. Qfactor can also quickly find every proposal, project, or archived for a customer, all at once.
VIDEO DEMO of Find Projects for a Customer, click here.
Or follow the screenshots below.
Find Open Projects
Select Projects from top menu or View Projects from the Dashboard.
Use the Search box and type any part of your Customer’s name.
The view will show OPEN projects for that customer.
Continue Reading →