Projects help you organize your tasks into separate lists. CleverCRM offers you a simple way to create, edit, delete and manage any kind of project with different categories.
How to create the menu item "Projects"
- Go to Admin > Menus > Add new
- Menu item type: Clever CRM » Projects
- Template style: clever_crm - Default
How to create a new project
- Login your account in front-end > Clever CRM default menus > Settings > Projects
- Click on "New" button to create a new project