You can update existing project data in the list by clicking the edit button.
Then the selected project with existing data will appear. You can change any data you want.
The label with *
is required.
You also can manage the data of company info, tasks, meet, calls, and product by clicking the tab of respective data. For more information, please refer to company, task, meeting, call, and product.
Details
You can edit project name, contact and company, assigned, stage, size, estimated close date, project type, and secondary contact person by clicking the "Details" tab.
Company info
You can edit name, phone number, address, country, state/province, city/regency, zip/postal code, industry, total employee, company type by clicking the "Company info" tab.
Tasks
If you click the "Tasks" tab, you can view the list of task related to the selected projects. For more information, please refer to task.
Meet
If you click the "Meet" tab, you can view the list of meetings related to the selected projects. For more information, please refer to meeting.
Calls
If you click the "Calls" tab, you can view the list of calls related to the selected projects. For more information, please refer to call.
Products
If you click the "Products" tab, you can view the list of products related to the selected projects. For more information, please refer to product
Library
If you click the "Library" tab, you can view the list of library related to the selected projects. For more information, please refer to library.
History
If you click the "History" tab, you can view the list of history related to the selected projects.