How to Use CRM on the Project Level

Introduction

This guide will show you how to use the CRM on a project level. This is useful for companies that want to manage CRM records within a specific project. By following these steps, you’ll be able to activate CRM features, customize your CRM dashboard, and use opportunities and checklists efficiently.

Target Audience

User

Prerequisites

Before starting, ensure you have:

Access to a project where CRM can be enabled
Membership in that project
Sufficient role permissions to manage CRM
CRM module checked in the project’s module settings

How to Use Project-Level CRM

Step 1: Enable CRM for Your Project

Open your project
Go to Project controls >> Settings >> Modules
Check the CRM checkbox
Click Save
The CRM tab will appear in the top project menu

Step 2: Open the Project CRM Page

Click the CRM tab in the project’s top menu. You’ll be redirected to the CRM dashboard.

Step 3: Customize the CRM Dashboard

Click Customize in the lower-left corner
Add widgets such as:
- Funnel of Sales (Opportunity charts)
- Sales Activities
- Pie Charts by product or person
- Member performance
- Custom widgets (list, pivot table, dynamic filters)
Click Save page and go back
Your widgets are now visible and interactive

Working with the Widgets

Each widget on the page supports:

Calendar and period selection
Clicking titles to view the source data
Edit, delete, and baseline controls (pencil, trash, lightning icon)

Creating and Managing Opportunities

Add a New Opportunity

Click the New Opportunity button (top-right corner)
Fill in required fields (name, status, customer, etc.)
Click Save

View Existing Opportunities

Click Opportunities from the right-side menu
Use filters above the list (e.g. “Forecast”, “My Top Deals”)
Click any item to open its detail view

Edit or Take Action on Opportunities

In the detail view sidebar, you can:

Mark as Sold
Add a Sales Activity
Edit, delete, or move the record
Create a new quote
Add related task, account, business role, or assign to partner

Using Saved Filters

Click Saved filters management
Modify existing filters or create a new one with New Filter
Filters can be reused and shared

Checklists in Opportunities

If enabled in the project, every opportunity can include a checklist. You can:

Create a checklist from scratch
Load a template (e.g. Opportunity checklist)

This helps track every sales step like:

Call client
Set up meeting
Finalize contract

Find more details in the article about checklist templates.

Troubleshooting

Problem: CRM tab is not visible
Solution: Ensure CRM module is checked in project settings and saved
Problem: Widgets not showing data
Solution: Adjust time period using calendar icons, or review Easy Query filter inside widget
Problem: Filters not working
Solution: Go to filter management and verify filter criteria and visibility

Conclusion

You have successfully used CRM on the project level. You can now customize the CRM dashboard, manage sales funnels, filter opportunities, and track checklists—all within one project.