Britixo: Customer Projects, Linked Records and Workspace Tabs | Live Walkthrough

Follow customer projects, linked records and workspace tabs in Britixo through genuine live application recordings, moving cursor actions and clear English narration. Recorded in a workspace using the default 14-day trial modules. MATCHING WRITTEN GUIDE https://britixo.com/help-centre/create-a-project/#britixo-live-008 IN THIS VIDEO • Create connected customer work • Review the connected project workspace • Project workspace — Submissions • Project workspace — Tickets • Project workspace — Contracts • Project workspace — Proposals • Project workspace — Estimates • Project workspace — Invoices • Project workspace — Subscriptions • Project workspace — Expenses • Project workspace — Credit Notes • Project workspace — Notes CHAPTERS 00:00 Create connected customer work 01:12 Review the connected project workspace 01:41 Project workspace — linked records 02:50 Project workspace — sales and notes 03:52 Default trial: Projects 04:11 Continue with the written guide Fictional demonstration records are used. Draft documents are unsent and no real payment or provider connection is implied. Passwords, verification codes and external authorisation stay private. Available features depend on your plan, enabled modules, permissions and connected services. Genuine application footage with a UK English voiceover. OFFICIAL GUIDES AND RESOURCES Official Britixo website https://britixo.com/ Help Centre https://britixo.com/help-centre/ Detailed overview and full walkthrough https://britixo.com/help-centre/britixo-crm-workspace-overview/ Roles, permissions and team access https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Create a customer-linked brief https://britixo.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-linked-request/ Open a linked brief https://britixo.com/help-centre/client-discovery-project-briefing-client-portal-customer-tab-view/ Open linked customer context https://britixo.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-client-context/ Track project tasks, milestones and progress https://britixo.com/help-centre/my-account-projects/ Product support and enquiries https://britixo.com/contact/ RELATED VIDEOS https://www.youtube.com/playlist?list=PLdBMVrLZu0C8 Complete detailed walkthrough https://www.youtube.com/watch?v=LNR0k3wN_yQ #Britixo #ProjectManagement #TaskManagement #TeamProductivity #BusinessSoftware #SmallBusinessUK #CRMSoftware