Using the Program Details Page

The Program Details Tab is the first tab in your program dashboard for a specific program. It's where you manage all the nuts and bolts of a program. You can control all the following aspects of a program from this one page:

• Add and edit client contacts
• Add and edit company contacts
• Change program dates
• Change program probability
• Change program value and margins 
• Manage program status and transition from sales to operations
• Add internal group notes that are visible to all people in your organization

One of the benefits of the Program Details Tab is it allows you to edit all program information at any point in the sales process, so you can get started building a proposal for your client with as much or as little information as have. There's no need to wait.