We've had PE for about 1.5 years and would like to now implement project management within SF. I'm wondering if there is a way (or an app) to move from an opportunity to a project so that they are linked.
I'd also like to track projects, allocate resources, etc.
We would like to customize a few things in SF and looking for someone to help us sort out how to do this and also to implement.
We need help with our quoting/mail merge area in SF, creating a custom database of special subscribers and possibly some help setting up forecasting reports.
We work in SF Professional Edition. Located in Mpls (outside of this area is ok but only in the U.S.)