Creating a project from a deal
A won deal can create a project that carries over the customer and quote.
Help Centre
Projects
Stages, tasks and delivery of multi-stage work.
Project stages
Move projects through the stages that match how you deliver.
Tasks and subtasks
Break work down and assign it with due dates.
Project templates
Use templates to set up standard stages and tasks.
Notes and attachments
Keep documents and photos on the project.
Detailed step-by-step documentation is available inside Toolbase. Contact support if you need a hand.