Update project

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Version: 11.1
• 2 minutes to read
 • 2 minutes to read

You can update a project's information, change its status, or manage project members directly in Mobile CRM.

Steps to update a project

  1. Locate and open the project.
  2. Tap in the upper-right corner.
  3. Update the necessary fields.
  4. Tap Save.

Add project member

  1. Open the project.
  2. Expand the Project members section ().
  3. Tap +.
  4. Find and select the person.
  5. Enter their function (project role).
  6. Tap Save.
Tip

You can also add members from the Contacts and screen or directly from a company card.

Remove project member

  1. In the expanded Project members section, swipe left on the member.
  2. Tap , and select Remove project member.

Assign function to project member

  1. In the expanded Project members section, swipe left on the member.
  2. Tap , and select Set function.

Change status of a project

  1. Open the project.
  2. Tap Status in the action bar.
  3. Select Move to next status or Move to previous status.
  4. (Optional) Tap to update additional fields as needed.
  5. Tap Save.

When you are working with a project, consider linking the project to relevant incoming requests to have them show up in the Requests tab on that project.

  1. Go to the main Requests page.
  2. Search for the request by name or ID.
  3. Tap to enter edit mode.
  4. Flick down and tap Project, then select the relevant project.
  5. Tap Save. The request will then appear in the project's Requests section.

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