ProjectStream 365 Support
  • Sales
  • Project Management
  • Service
  • Purchasing
  • Inventory
  • Time & Expense
  • Billing
  • Mobile
  • Setup

Opportunity Management

  • Enter an Opportunity
  • Opportunity Management
  • Enter Opportunity Timeline Activities
  • Close Opportunity as Won
  • Track Opportunity Stages and Steps
  • Assign an Opportunity to a Salesperson
  • Close Opportunity as Lost

Process Flows

  • Lead Management
  • Opportunity Management
  • Project Estimating
  • Account and Contact Management
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