How can we help?

Create a project from scratch

You can also start a project from scratch! 

  1. 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
        
         
  2. Click on either of these button
  3. A list of your opportunities will appear 
  4. Select your opportunity 
  5. Select "Create Project from Scratch" 
    Jointflows 2023-08-22 at 11.09.30 am
  6. A new window will open
  7. Follow the instructions
  8. Your project will now be created!