FAQs in this section
What is 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?
How do I create a project?
Table of Contents
Follow the steps below to create a project:
- Click the Main Menu.
- Go to the Projects tab.
- Select Projects module.
- Click the +Add Project button.
- Fill in all the necessary details.
- Click Save to create the project record.
- Click Save and Continue if you want to add more details.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment