How to use Projects
Projects (also know as Pipelines) are used to manage and track the progress of any business processes or sales. A Project represents the various stages that a lead or opportunity goes through from initial contact to closing a deal. It provides a visual representation of the sales process and helps sales teams stay organized and focused on moving leads forward.
How to create a pipeline
Select "Project” on the sidebar.
Click the "New" button.
Write a name for your pipeline. That's it!
How to create a deal
Once you have a Project, you can start creating deals. You'll see 5 default stages, you can create a deal in any one.
Click the "+ New" button.
Write a name for the deal. That's it. You can start adding any relevant information, task or note and add a associated contact to it.
