FAQs in this section
How do I track the time spent on a Project?
What is a project?
How can I create a project?
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?

Can I create a project from a deal?

Yes, you can. Follow these steps to add a project from the +New button in Deals:
  1. Click the Menu icon.
  2. Go to the Sales tab.
  3. Select the Deals module.
  4. Open any particular deal.
  5. In the Summary view, click the +New button on the right-hand side top corner of the screen.
  6. Click the Add or Create button.
  7. Click on Projects.
  8. Enter all the necessary details. 
  9. Click Save.
This newly created project record will be linked to the deal.
 
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