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Implementing SugarCRM by Michael J.R. Whitehead

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Project Management

If we look at the way a sales opportunity is modeled within SugarCRM (and most other CRMs), we see an assumption of a one-time event. While in a product sales model that is typically correct—when the sale comes, the product is shipped, an invoice is produced, and the opportunity has been fulfilled—that is not true of a services sales model.

While later in this chapter we look at service and support issues (which also have income streams, not blips), right now, let’s deal with the management of a project. A project can be an internal project or one being delivered for a customer.

First, click on the Projects tab. You will see a screen layout that resembles the following screenshot. (Note that I have shown the sample data here, ...

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