Create project

When you’re on the go, you can register new projects directly from Mobile CRM.

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Steps

1. Go to the main Projects page.
2. Tap +.
3. Fill in the basic details:
   • Project name: Enter a descriptive title.
   • Responsible: Choose the project owner.
   • Type: Select the type of project.
   • Status: Set the current status.
4. (Optional) Add other project details.
5. Add project members if applicable.
6. Tap Save to register the project

After saving, you can:

• Add follow-ups and documents
• Link sales and requests
• Track progress using project stages