How to Create and Configure a Project in CRM (925 worksuite ERP) 0 0

Overview

This guide explains how to create a new project and configure its details in the CRM. Projects are used to manage client work, track progress, and organize deliverables after a lead has been converted to a client.

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Steps

1. Navigate to the Dashboard.
2. Click on Work.
3. Select Projects.
4. Click Add Project.
5. Enter the required project details:
   • Short Code – Unique identifier for the project
   • Deadline – Set the project due date
6. Select any additional required options.
7. Click Add.
8. Click Save to create the project.
9. Open the newly created project.
10. Click the (+ icon) to view or manage additional sections.
11. Click Close after reviewing.
12. Select or highlight the project.
13. Click on Other Details.
14. Enter additional project information as needed.
15. Click Save.

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Expected Result

A new project is created and fully configured with basic and additional details, ready for execution and tracking.

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Common Errors

• Not entering required fields (Short Code or Deadline)
• Forgetting to click Save after adding the project
• Skipping additional configuration in Other Details
• Not reviewing project after creation
• Leaving fields incomplete

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FAQs

What is the Short Code used for?
It is a unique identifier used to track and reference the project.

Can I update project details later?
Yes, you can edit project details at any time.

Where can I add more project information?
In the Other Details section.

What happens after creating a project?
The project becomes available for tracking and execution.

Is the deadline mandatory?
It is recommended to ensure proper project tracking.