Projects
Common Q&A's for the projects tab
By Jana1 author18 articles
- Archive your Project
- Are contact notes shared with the contact?
- Assign a team member to a project
- How to create a new project
- Create custom stages for your project pipeline
- Edit or delete your pipeline stages
- How to edit project details
- How to update the stage of the project
- How to upload photos, videos, or other media to projects
- How to view & use the Financing Tool Kit
- Invite a customer to pre-qualify for financing after a Project is created
- Pipeline views
- Review & track accounting for your project
- Schedule a task for a team member within the project
- Schedule a task for your project
- What quick Actions can I take from the Customers' Project profile?
- What is the max file size I can upload as a project attachment?
- What's the difference between customers and projects?