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?
How can I export or print a project record?
Is Projects available in the Sales Starter edition?

How can I create a project from Quick Create?

Yes, you can create a project by clicking the + button (Quick Create) present on the right-hand top corner of the screen.
Follow these steps to create a record using +, Quick Create:

  1. Click the  icon displayed on the top right side of your screen.
  2. Click Show all to view all the modules you can create records in using Quick Create.
  3. Select Project from Project. 
  4. Enter all the mandatory details.
  5. Click:
  1. Save to save the record.
  2. Save and Continue to save the record and go to its Deep Dive View to enter other details. 
  3. Clicking Cancel discards all the information you entered.

To know more about Quick Create, click here.

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