Easy, peasy!
- On the bottom right corner of the screen you will see a floating button with a + and if you have set up the integration to your CRM will also see the logo for Salesforce / Hubspot
- Select Your CRM logo
- A list of your opportunities will appear
- Select your opportunity
- Select next and a list of the templates available on your platform will appear
- Select the template you wish to use, the row will highlight in green
- Select next
- Your project will now be created!