Today, we’re going to learn about the project report in CRM AI, When you click on the project report, you’ll see an overview of projects, including details such as start date, due date, project members, completion status, and available actions. This provides a comprehensive view of ongoing projects, their timelines, assigned members, and their current completion status.

For each project, you can easily identify the start date, due date, and the members involved in the project. Additionally, the completion progress of the project is clearly displayed, allowing for a quick assessment of the project’s status. The status of the project, whether it’s completed, in progress, in development, or declined, is also prominently featured in the report, providing a clear overview of the project’s current state.

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