FAQs in this section
Is the Project Milestones module available in the Sales Professional edition?
How can I create a project milestone?
Can I create a project milestone from a project?
How can I export a project milestone record?
How can I print a project milestone record?
What is a project milestone?

How can I create a project milestone from Quick Create?

Yes, you can create a project milestone 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 Milestone 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.
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