FAQs in this section
How do I track the time spent on a Project?
What is a project?
Can I create a project from a deal?
Can I add a document to a project?
How can I add a quote to a project?
How can I add invoices to projects?
How can I create project milestones from projects?
How can I export or print a project record?
Is Projects available in the Sales Starter edition?
How can I create a project from Quick Create?

How can I create a project?

Follow the steps below to create a project:
  1. Click the Menu icon.
  2. Go to the Projects tab.
  3. Select Projects module.
  4. Click the +Add Project button.
  5. Fill in all the necessary details.
  6. Click Save to create the project record.
    • Click¬†Save and Continue if you want to add more details.
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