Project Management
& CRM Workaround solution
Create new Account for client
Create sub account for project for client
Create product as project type/description if necessary
Tie all collaboration/communication to sub account (project)
Assign tasks, events etc. to the project
Set up sub task to track milestones (check if possible)
Attach documents to the project
Create notes as forum posts
Create contacts - internal
and external pertaining to project/account
Check to see if client can view the project progress info (check
if possible)
May want to keep some communication private (check if possible)
May need to schedule email notification for project
updates/progress
