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The Prepare phase and project kickoff

  • Module

    The Prepare phase and project kickoff

    7 Topics

    1 hr 15 mins

    Visible to: All users
  • The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...

Tracking and auditing changes to data

Adding dynamic functionality to a button

Adding fields to Views

Auditing changes to the value of fields

Configuring a dashboard

Configuring a form View

Configuring a full Case View

Configuring a portal

Configuring business conditions

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