Where engagements live
When a service is approved, a project is created in your Projects module. You see the same milestones, deliverables, and ETA your team uses for internal work — no separate "agency portal" to log into.
What you see
- Milestones with dates and owners.
- Deliverables, each linked to the Drive doc when ready.
- Status comments — the account manager updates weekly minimum.
- Hours used vs. estimate, if billed by time.
Communication
Every comment in the project goes both ways. Your team replies inside CRM; the agency team gets notified. No emails to lose.
Sign-off
Each milestone has an approval gate. You approve before next milestone starts. Keeps everyone honest on scope.