FAQs in this section
What is a Project?
How do I create a project?
How do I create a Project from a Deal?
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?
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 export or print a Project record?
Table of Contents
Follow these steps to export or print a project:
- Click the Main Menu.
- Go to the Projects tab.
- Select the Projects module.
- Open any Project record.
- Click the More button.
- Click the Print button.
- 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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