Templates for project and sale opportunities

In all areas of project management has been looking for ways to make the project differed averaging more efficiently and effectively. An optimization potential for very complex projects is the re-use of templates.

If you often have the same structure, in a slightly modified form, to use in your sales processes and project opportunities, you may save yourself a lot of work by using an existing template. So you can easily create templates in Synapcus from already created sales opportunities or projects by opening the process and saving it as a template.

By using such a template, Synapcus automatically creates a copy of the process, so that your template is not going to be changed.