FAQs in this section
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? How do I create a project from Quick Create? What is a Project? Is Projects available in the Sales Starter edition?
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.
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