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 create a project from a deal?
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?
Is Projects available in the Sales Starter edition?
How can I create a project from Quick Create?

How can I export or print a project record?

Follow these steps to export or print a project:
  1. Click the Menu icon.
  2. Go to the Projects tab.
  3. Select the Projects module.
  4. Open any Project record.
  5. Click the More button.
  6. Click the Print button.
  7. You can perform any of the below options:
    • Edit & Export- You can edit the document and export the project to your local system.
    • Email with PDF- You can email the project record as a PDF to the vendor.
    • Print- You can print the project and keep a hard copy.
    • Save as PDF- You can save the project as a PDF on your local system.
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