Projects

Add a Project #

You can create a Project from a Deal by the Move to Project button or you can create it manually.

To add a Project just go to Dashboard and follow the steps below:

1. Click on CRM > Project
2. Click on Add Project or Let’s Start Creating button

After clicking a Project Form will appear.

1. Fill in your project’s necessary information
2. Click on Save button

Project Details #

To go to Project details just go to Dashboard and follow the steps below:

1. Click on CRM > Project
2. Click on a single row
3. Or Click on the action
4. Click on the Overview option

After clicking, it will move to the Project details page

1. You can create, add or remove Tags here
2. You can change Project info here
3. You can add Task & Activity here
4. You can add Note here
5. You can add Files here
6. You can add Invoice here
7. You can add Estimate here
8. You can change Status here
9. You can mark as complete a project here

Project Settings #

To Edit Project Setting just go to Dashboard and follow the steps below:

1. Click on CRM > Settings
2. Click on the Project tab
3. Change your Project setting from here.