How to create project?

modified:


How to create new Project?


1. To create Projects, you should:

    1. Go to Sales:

        1.1. Press ;

        1.2. Press ;

     

Now you can see active Project list



To create new Project, you could press  and create it.



1. To create create new Project, you need to press :

2. In dialog table:

    2.1. Enter Project name;

    2.2. Choose Customer from Customer list;

    2.3. Choose Manager from Manager list;

    2.4. Choose Stage from Stage list:

  • (5%) Request
  • (10%) Contact
  • (25%) Exporation
  • (50%) Proposal
  • (75%) Negotiation
  • (95%) Contract

    2.5. Choose type from type list (you could create them in Projects (Types) - in top grey menu tab)

    2.6. Choose state from state list

  • Active;
  • Won;
  • Archived;
  • Lost.

    2.5. Enter comment;

    2.6. Choose color;

    2.7. Add tag

3. You could choose what you want:

    3.1. Press (after press you will go active Project list);

    3.2. Press (after press you will go to your new Project);