Project
Move beyond spreadsheets! Create beautiful specifications/ tear sheets and organize product library sensibly.
- How can I update my project’s reference number?
- How can I create a Project from an Opportunity?
- How can I customize columns while viewing Projects?
- How do to add multiple users to a project?
- What is Project Maps?
- How to Create a Project?
- Create a project
- How do I assign a color/Flag to my project?
- How do I see the history of a project?
- How do I edit the project location?
- How do I remove the contact from a project?
- How do I associate contact to a project?
- How do I move the project from one stage to another?
- How can I see my projects in Kanban/Board view?
- How do I filter my projects?
- How do I edit project details?
- How do I delete a project?
- How can I enable/disable stages in a project pipeline?
Packages
Sections
- How can I view my schedule by section?
- How can I view items in the trash?
- How can I view my schedule by brand?
- How can I view my schedule by product type?
- How can I view my schedule in the physical map view?
- How do I customize the section ranks on individual packages?
- How do I adjust the section sequence in Default Settings?
- How do I rename a section?
- Create new project sections per project