Project Modules

The floating toolbar controls in your Project management interface provide essential functionality to help you streamline your sales process. In this guide, we will focus on the Modules Menu. The Modules Menu contains all the windows that correspond to the various stages of your sales process within a Project. We will walk you through its features and functionality, but please note that depending on your user permissions, you may not have access to all the items discussed in this section.

Navigating the Modules Menu:

The Modules Menu serves as a hub for managing your Project's progression through the sales process. It displays the stages in the order in which your projects typically move forward. To access this menu, simply click on the "hamburger" icon. This action will either expand or collapse the panel, depending on its current state.

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Key Features of the Modules Menu:

1. Stage Order:

   • The Modules Menu lists the stages of your sales process in a specific order. This order generally reflects the sequence in which your projects advance through their respective milestones.

2. Accessibility Rights:

   • Keep in mind that your ability to see and interact with certain items in the Modules Menu may be limited by your user rights. Permissions are configured by your organization's administrators to ensure data security and operational efficiency.

3. Minimize and Maximize:

   • The "hamburger" icon serves as a toggle switch, allowing you to minimize or maximize the Modules Menu as needed. This feature lets you optimize your workspace, providing a cleaner view when necessary.

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