Rated 4.7 on G2
Become a Partner
Contact Sales
English
Product
Pricing
Integrations
Use Cases
Resources
Support home
Browse Support Topics
Setup & Configuration
Importing & Migrating Data
Account & Security
Contact Management
Calendar & Tasks
Workflow Automation
Projects & Event Manager
Sales
Business Insights
Mobile Apps
Integrations
Setup & Configuration
Importing & Migrating Data
Account & Security
Contact Management
Calendar & Tasks
Workflow Automation
Projects & Event Manager
Understanding Projects
Customizing Projects
Manage Projects using Boards
Adding Projects
Using Projects
Updating Projects
Deleting Projects
Sales
Business Insights
Integrations
Projects & Event Manager
Understanding Projects
What is a Project?
How Projects can work for you
Customizing Projects
Customizing Projects for your business
How to customize Projects
Manage Projects using Boards
What is a Board?
How to add a Board
Defining the Stages of a Project
How to use Multiple Project Boards
How to Add Multiple Boards
How to Archive a Board
Adding Projects
How to add a Project
How to create Projects via the Mail Drop Box
Who is responsible for a Project?
How to add Contacts to a Project
How to add Projects to a Board
Using Projects
How to streamline Projects using Tasks and Tracks
How to store emails on Projects
How to Log your Activity on Projects
How to Email list of Contacts linked to a Project
How to Attach Files to Projects
Linking Projects to Opportunities
Filtering Projects
Exporting Projects
Updating Projects
How to edit a Project
How to change the Stage of a Project
How to close a Project
How to reopen a Project
How to duplicate a Project
How to find a closed Project
Deleting Projects
How to delete an individual Project
How to delete a list of Projects
Didn’t find what you were looking for?
Contact Us
