Articles in this section

• Projects/Service Admin: Role overview

  This role allows you to manage projects/services, settings, and triggers.When creating users and ...

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• 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: H...

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• How to create a Project template for services

  You can create templates for projects for service-related workflows. Click Settings → Project → P...

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• Projects priority and status

  Discover how to customise priority and status levels for projects.Set your own statuses and prior...

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• How to create a project template

  Discover how to create projects for when deals reach specific stages. Click Settings → Project → ...

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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

  Explore four video tutorials to help you get started with Projects, for all your project manageme...

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• Hand-off from sales to project management

  When adding a product to an opportunity with a project plan connected, the opportunity will show ...

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