Alexa Best Small and Medium Business CRM Software - ConvergeHub

Edit Project

Projects can be edited by clicking on the ConvergeHub link in the Project details page. All the content which are added to a Project can be edited through the below-mentioned fields.

  • Edit the name of the project.
  • Increase or decrease the project progress percentage from here.
  • Change the starting date of the project. Choose a new date from the calendar.
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  • The Contact automatically gets assigned to the person who has created it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Contact can be assigned to multiple users.
  • Edit the unique project code.
  • If required, you can replace the existing account with some other from the CRM database.
  • You can also add more accounts to the project by clicking on ConvergeHub.
  • Give a new deadline for the project. Choose the date from the calendar.
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  • Change the status of the project from the drop down option.
  • Click on ConvergeHub to apply the changes in the project details section. Or else, click on.ConvergeHub