đź“Ś Project Overview
Snapshot of your Project, including key details, status, and quick actions.
By Jamie and 2 others3 authors6 articles
- Project Page - Project Actions & Hover CardA short walkthrough of the Project Actions options displayed on the Project page.
- Project Overview : Navigating the Details TabThe Project Overview panel is your central hub for managing the high-level details of your event. From updating statuses to managing internal notes and syncs, this panel gives you quick…
- Project Templates & Duplicating ProjectsSave time creating a new proposal by duplicating a previous project.
- Project Activity LogThe Project Activity Log provides a complete history of what has happened within a specific project. This log helps you and your team stay on the same page by tracking…
- Proposal ExpirationFind out how to use Proposal Expirations to drive closing sales!
- Adding Documents Within ProjectsYou may add various file types to an project for internal or to share with a customer!