Articles in this section

• How to customise a Project's stages and types

  You can edit the default Project options and add your own stages and types. This article covers: ...

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• How to create a Project template for services

  Create templates for projects for service-related workflows. Click Settings → Project → Project ...

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• Projects priority and status

  You can customise priority and status levels for projects. Set your own statuses and priorities t...

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• How to create a project template

  Create projects for your team to work on when deals reach specific stages. Click Settings → Proj...

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• Projects overview

  Supercharge your project management capabilities, streamline your workflow and enhance your teams...

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• Projects video guides

  In this article, you’ll find four video clips to help you get started with Projects and give you ...

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• Hand-off from sales to project management

  Whenever adding a product to an opportunity that has a project plan connected to it the opportuni...

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