148 lines
12 KiB
Plaintext
148 lines
12 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
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<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
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<script runat="server">
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protected override void Init()
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{
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PageTitle = PageCaption = "How to link an opportunity with a project?";
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MetaKeyWords = "CRM, customer database, create project, add opportunity, link project";
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MetaDescription = "CRM. Start a new project to work on your opportunity more efficiently.";
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var guides = new GuidesModel();
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guides.CaptionRelatedTips = "Related Tips & Tricks";
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guides.Title = "Importing from Other Sources";
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guides.TitleVideo = "Share your documents with colleagues";
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guides.RelatedTips = "Do you have some documents stored in other web-sources like Zoho, Google Docs or Box.net?";
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guides.LearnMore = "Learn more...";
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(Page as BasePage).Guides = guides;
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}
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</script>
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<div class="MainHelpCenter">
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<h1 class="subHeaderFeaturesCaption Guides_Video_Captions">How to link an opportunity with a project?</h1>
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<div class="keyword_block">
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<ul>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-crm/onlyoffice-crm.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/filter-data/filter-data.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/filter-bar/filter-bar.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/create-project/create-project.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/manage-team/manage-team.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/project-team/project-team.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/private-project/private-project.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/link-with-contact/link-with-contact.ascx" /></li>
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</ul>
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</div>
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<div class="video_ground video_trips">
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<h2 id="introduction">Introduction</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Sometimes working on an opportunity might require the involvement of the whole team of the specialists. In this case creating a project and linking it with the opportunity will help you coordinate the work and manage it more efficiently.</p>
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<p>Follow the instructions below to learn how to link an existing opportunity with a project.</p>
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</div>
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</div>
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</div>
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<h2 id="step1"><span class="style_step">Step 1. </span>Access the CRM</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Enter your <b>ONLYOFFICE</b> portal and click the <b>CRM</b> link.</p>
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</div>
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<div class="screen_block">
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<img alt="How to link an opportunity with a project? Step 1" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide24/step1.png")%>" />
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<img alt="How to link an opportunity with a project? Step 1" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide48/step1.png")%>" />
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<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>In case you have already logged in to the portal and been using it for some time, to access the <b>CRM</b> module from any portal page, use the drop-down list in the top left corner of the page and select the corresponding option.</p>
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</div>
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</div>
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<h2 id="step2"><span class="style_step">Step 2. </span>Select an opportunity or create a new one</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>By default, all the available opportunities are displayed in the <b>Opportunities</b> list. To open it, just click the <b>Opportunities</b> link on the left-side panel.</p>
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<p>Select the necessary opportunity from the list. To facilitate the search, make use of our filter at the top of the list.</p>
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<p>Click the <img alt="Plus Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/FilterIcon.png")%>" /> button and select one of the options:</p>
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<ul>
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<li><p><b>Responsible</b> is used to display the opportunities assigned to you or to a specified user only;</p></li>
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<li><p><b>Due date</b> is used to display the opportunities with a specified due date;</p></li>
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<li><p><b>Participant</b> is used to display the opportunities with a specified participant only;</p></li>
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<li><p><b>Contact</b> is used to display the opportunities linked with a specified contact only;</p></li>
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<li><p><b>With tag</b> is used to display the opportunities with a specified tag only.</p></li>
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<li><p><b>Stage/Stage type</b> list is used to display the opportunities at a certain <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/opportunity-stages.aspx")%>">stage</a> or of a certain stage type;</p></li>
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</ul>
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</div>
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<div class="screen_block">
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<img alt="How to link an opportunity with a project? Step 2" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide57/step2.png")%>" />
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<img alt="How to link an opportunity with a project? Step 2" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide57/step2.png")%>" />
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<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>You can also use the <b>wildcards</b> to filter your opportunities:</p>
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<ul>
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<li>use the question mark <b>?</b> to perform the single-character wildcard search. For example, when you use the <em style="white-space: nowrap">Sm?th</em> query, it will return results for <em>Smith</em> and <em>Smyth</em>.</li>
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<li>use the asterisk <b>*</b> to perform the multiple-character wildcard search. For example, to search for all the words beginning with O, use the <em>O*</em> query</li>
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<li>use the tilde <b>~</b> at the end of the word to search for the words similar in spelling.</li>
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</ul>
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<p>To create a new opportunity follow the instructions <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/CRM.aspx#ManagingOpportunities_block")%>">here</a>.</p>
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</div>
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</div>
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<h2 id="step3"><span class="style_step">Step 3. </span>Create a project</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>When the opportunity is located, click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right and select the <b>Create project</b> option from the drop-down list.</p>
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</div>
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<div class="screen_block">
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<img alt="How to link an opportunity with a project? Step 3" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide57/step3.png")%>" />
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<img alt="How to link an opportunity with a project? Step 3" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide57/step3.png")%>" />
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<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>The standard <b>Create new project</b> form will be open. Check the available information and modify it, if necessary:</p>
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<div class="notehelp">
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If you have previously created a template and want to apply it to a new project click the <b>Select</b> link under the <b>Select project template</b> caption and choose the necessary template. Use the search field to accelerate the search process. To learn more about how to create a template visit our <a href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/similar-projects.aspx")%>">Tips & Tricks</a> section.
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</div>
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<ul>
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<li>change your project <b>Title</b> and its <b>Description</b>,</li>
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<li>change a <b>Project Manager</b>,
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<p>To do that, open the corresponding drop-down list and select a person you need. Sort all users by group or use the filter field at the top to facilitate the search. Check the box near this field if you wish to notify the progect manager by email.</p>
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</li>
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<li>manage your project <b>Team</b>,
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<p>Click the <b>Manage Team</b> link. In the left part of the form check the users you wish to add to your team and click the rightwards arrow. To remove an added user, select him/her and click the leftwards arrow.</p>
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<p>When all the users are added, click the <b>Save</b> button. They will be notified by email.</p>
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</li>
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<li>edit project structure,
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<p>You can edit project structure adding milestones. Click the <b>Add milestone</b> link, enter the title, due date and select responsible person. Click the OK button. To edit/delete a milestone or add a task, select the needed milestone and click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right and select the corresponding option from the drop-down list. If you wish to add tasks without milestone, click the <b>Add task</b> link in the Tasks without milestone section, enter the task title, set it's due date and responsible person.</p>
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</li>
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<li>review the contact list,
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<p>If you add some more participants to your opportunity, they will be automatically displayed on the <b>Contacts</b> tab of the created project.</p>
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</li>
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<li>enter tags separating them with commas,
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<p>This helps categorize the project and facilitate the search for the other users.</p>
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</li>
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<li>check the <b>Save this project as private</b> box,
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<p>Use this option if you'd like to restrict access to the newly created project. In this case the project will be available only to the project administrator, the project manager and its members with corresponding rights.</p>
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</li>
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<li>check the <b>Follow this project</b> box, if you don't plan to participate in this project but need to keep track of it,</li>
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</ul>
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<p>After reviewing all the information click the <b>Save</b> button.</p>
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</div>
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<div class="screen_block">
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<img alt="How to link an opportunity with a project? Step 3" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide57/step3_1.png")%>" />
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<img alt="How to link an opportunity with a project? Step 3" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide57/step3_1.png")%>" />
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<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>The created project will be added to the <b>Projects</b> list of the <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/projects.aspx")%>">Projects</a> module.</p>
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</div>
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</div>
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</div>
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