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How do I create a Project from a Deal?

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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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