FAQs in this section
How do I create a project?
How do I create a Project from a Deal?
How do I add a Document to a Project?
How do I add a Quote to a Project?
How do I add Invoices to Projects?
How do I create Project Milestones from Projects?
How do I export or print a Project record?
Is Projects available in the Sales Starter edition?
How do I create a project from Quick Create?
Can I view the Start date, End date, and Duration values in column form in the Gantt Chart View?
What is a Project?
Table of Contents
A project is a planned work that involves specific goals, start date, and target end date, budgets, progress, etc.
You can define your goals, budgets, time span, and other resources to accomplish a successful project. You can also collaborate with team members via comments.
You can create your project in the Projects module.
You can define your goals, budgets, time span, and other resources to accomplish a successful project. You can also collaborate with team members via comments.
You can create your project in the Projects module.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment