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?
How do I create a Project from a Deal?
Table of Contents
Yes, you can. Follow these steps to add a project from the +New button in Deals:
- Click the Main Menu.
- Go to the Sales tab.
- Select the Deals module.
- Open any particular deal.
- In the Summary view, click the +New button on the right-hand side top corner of the screen.
- Click the Add or Create button.
- Click on Projects.
- Enter all the necessary details.
- Click Save.
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