Web

Add a new project

  1. In the Projects menu, select All projects.
  2. Click New project.
  3. Fill in the project details:
    • Contact – Select an existing contact or create a new contact.
    • Project name – Give your project a name.
    • Deadline – (Optional) Enter the project's due date.
    • Estimate – (Optional) Add the project's estimated sale price.
  4. Click Create.

Edit a project

  1. In the Projects menu, select All projects.
  2. Click the name of the project you want to edit.
  3. Click the Settings icon, then select Edit details.
  4. Make your changes, then click Save.