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?
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?
Table of Contents
Yes, you can create a project by clicking the + icon, called Quick Create present on the right-hand top corner of the screen.
Follow these steps to create a record using +, Quick Create:
- Click the + icon displayed on the top right side of your screen.
- Click Show all to view all the modules you can create records in using Quick Create.
- Select Project from Project.
- Enter all the mandatory details.
- Click:
- Save to save the record.
- Save and Continue to save the record and go to its Deep Dive View to enter other details.
- Clicking Cancel discards all the information you entered.
To know more about Quick Create, click here.
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