FAQs in this section
What is a Project?
How do I create a project?
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 from a Deal?

Yes, you can. Follow these steps to add a project from the +New button in Deals:
  1. Click the Main Menu.
  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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