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  3. Training
  4. Project Management
  5. Tracking & Reporting

Tracking & Reporting

Using @@ in Activity Sets
In the Activity Set Preferences, you can set up tasks and appointments t...
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How to check the status of projects by filtering or creating a snap shot
Marketcircle Customer Service Team Marketcircle Customer Service Team
How to create a project pipeline
Pipelines help you visually track what stage each project is in. And als...
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Can I assign multiple active pipelines to a project or opportunity?
No. You can only assign 1 pipeline to a project. Similarly, you can only...
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How to track the status of your projects
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Basic Project Reporting
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Insight View for Projects
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