FAQs in this section
How do I create a Project Milestone?
How do I create a Project Milestone from Quick Create?
How do I create a Project Milestone from a Project?
How do I export a Project Milestone record?
How do I print a Project Milestone record?
How do you change the template of a Project Milestone?
What are Summary View actions?
Is the Project Milestones module available in the Sales Professional edition?
What are the columns that are visible in the List View?
What are the actions possible on a Project milestone record?
What is a Project Milestone?
What are the important fields in Project milestones?
What are the different ways you can view a Project Milestone record?
What are the different List View actions you can perform on the Project Milestone record?
How do you create a Project Milestone from Quick Create?
Table of Contents
Follow these steps to create a record using Quick Create:
To learn more about Quick Create, click here.
- Click the + icon displayed on the top right side of your screen.
- Click Show all to view all the modules you can create records using Quick Create.
- Select Project Milestone 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.
To learn more about Quick Create, click here.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment