My Example CRM

Quickly edit, delete or rearrange your pipeline stages to manage projects

Edit or delete your pipeline stages

Attach teammates to projects so they can keep track of its progress

Assign a team member to a project

If a project falls under a different category than your default, you can update it in Project Details

Update Project Category for a specific project

Store projects off your main pipeline view

Archive your Project

Retrieve an archived project, and move it to Active status

Un-archive a project

What is the max file size I can upload as a project attachment?

Jana

Projects

Find answers and get help from Intercom Support and Community Experts

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