Difference between revisions of "How to Add a New Project"
From Commence CRM-Help
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| + | 3. In the '''Title''' field, enter a name for the project. This is a required field. A best practice is to include the account name in the title. | ||
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| + | 4. In the '''Description''' field, enter a brief summary of the project. | ||
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| + | 5. In the '''Account''' field, select an account to associate the project with from the look-up list. | ||
Revision as of 14:26, 11 March 2013
1. Access the Projects module by clicking the Projects module tab. The Projects listing screen displays.
2. On the Projects screen, click New. The New Project dialog displays.
3. In the Title field, enter a name for the project. This is a required field. A best practice is to include the account name in the title.
4. In the Description field, enter a brief summary of the project.
5. In the Account field, select an account to associate the project with from the look-up list.