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?

Follow these steps to export or print a project:
  1. Click the Main Menu.
  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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