Project Detail Page
Use this page to view project information. Sub-panels for related records such as activities, history, contacts, accounts, opportunities, and quotes display on the page.
- To edit the project, click Edit, make the necessary revisions, and click Save.
- To duplicate the information, click Duplicate. The system displays the new record in the list on the Projects Home page. You can then make modifications to the record and save it as a different project.
- To delete the project, click Delete.
To add a new record such as a new contact, click Select in the appropriate sub-panel and select the record.