This article is all about new Project creation.
Agent and Customer
- To Create new Project, Please follow the following navigation
- Avatar Menu→ Projects→ Create New Project
3. Provide the desired Project Name, Primary Contact, Permissions, and Workflow. Click Ok will take you to a new window.
4. This Page contains many points to edit and Update. You always can come back to the same page and edit all the different project
5. Click Ok will Take you to primary Project window listing the new project.
6. Edit Button on the extreme left will allow you to make the modification at any time.