Create project

•
Version: 11.1
• 1 minute to read
 • 1 minute to read

When you're on the go, you can register new projects directly from Mobile CRM.

Steps

  1. Go to the main Projects page.
  2. Tap +.
  3. Fill in the basic details:
    • Project name: Enter a descriptive title.
    • Responsible: Choose the project owner.
    • Type: Select the type of project.
    • Status: Set the current status.
  4. (Optional) Add other project details.
  5. Add project members if applicable.
  6. Tap Save to register the project

After saving, you can:

  • Add follow-ups and documents
  • Link sales and requests
  • Track progress using project stages

Related content