View Categories

Convert a prospect to a project

⌛1 min.

Table of Contents

 

Step-by-step: #

  1. Go to the dashboard of your previously set up prospect.

  2. Click on Convert to Project in the upper right corner.

  3. Click Convert.

Your prospect is now a project! You can find it under the Projects tab on the left side of the screen.

Powered by BetterDocs