Etienne Jacquet
Types of project/WBS in sales process
Etienne Jacquet · over 1 year ago · Question
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Etienne Jacquet

Hello,

We are trying the use "Project with Revenue" in "Project Builder" as the main revenue collector source. However, it seems that this kind of object cannot be used in the sales process and we should use only "Customer Project".

After further investigation, the "Customer Project" is not applicable in our case as it is related to industrial "projects" and not professional services projects...

Is it impossible to use a Project with Revenue in the sales process?

And if it is, what should be the recommandation as analytical axe to collect revenue through sales process?

Kind regards,

Etienne Jacquet

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