Create project

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Version: 10
• 1 minute to read
 • 1 minute to read

When you are out visiting, you can register projects directly from Mobile CRM.

Steps

  1. Go to the main Project page (icon).
  2. Tap +.
  3. For Project name, enter a descriptive name.
  4. Select responsible (project owner), a project type, and status.
  5. Add other details as necessary.
  6. Add project members.
  7. Tap Save. Now you can add appointments and documents.

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