FAQs in this section
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?
Table of Contents
Follow these steps to export or print a project:
- Click the Menu icon.
- 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.
Was this FAQ helpful?
0 out of 0 found this helpful.
Be the first to comment