Projects Overview

Effortlessly manage projects in CRM for Business with a user-friendly approach. Begin at the Project List Page, accessible through the main menu:

:: Main Menu > Projects

From this page, access and perform the following actions:

(1) Create a new project
(2) Edit an existing project
(3) Delete a project
(4) Efficiently manage additional project settings through quick actions in the drop-down menu.
(5) Filter projects with a detailed filter panel, including options for project dates, categories, statuses, and more.
(6) Toggle the Quick Stats panels (hide/show).
(7) Admin users can choose to view all projects or only those assigned to them.
(8) Search projects using the free-text search box.