Within Teamwork CRM, you can link an existing project from Teamwork.com to a lead or opportunity.
To link a project, open a deal from one of your lead or opportunity pipelines by clicking the deal card.
When viewing the lead or opportunity, click the options menu (three dots) to the right of the deal name and select Add project.
You can also click Add project from the Project subsection of the left-hand panel.
In the Add project modal, select the Existing Project tab.
Using the scroll or search function, locate the project you would like to attach. When you select a project it will be highlighted in blue. Click Add selected to link the project to your deal.
Company and contact sync
When linking an existing project, the company and contact associated with the deal will also automatically be added to your Teamwork.com site. You can view them in the Companies and People subsections of the People area.
- The CRM contact will be added as a contact of their associated company in Teamwork.com.
- The CRM contact will also be added as a contact on the project itself.
- If the contact associated with the deal is from a different company than the one linked to the deal, both companies will be added to Teamwork.com.
Viewing the linked project
To access the project from the deal, click the three dots in the Project subsection of the left-hand panel while viewing the deal and select Open in Teamwork from the dropdown menu.
To view the the associated project, click the project name directly from the Project section of the left-hand panel. A quick view will open detailing the project's overview.
To open the project in Teamwork.com, select Open project in the top right corner of the quick view.
For more information see: Creating a Project from a Lead or Opportunity