How to Add & Edit Projects

Detailed Description

This article explains how to add, edit, and manage projects in Futex CRM Software. It is designed as a step-by-step learning guide to help users organize work, track execution, and manage project-related activities efficiently.

What is Project Management in Futex CRM

The Projects feature in Futex CRM allows teams to manage work created from converted leads, customer requirements, or internal tasks. Projects provide a structured way to define scope, categorize work, and maintain clear project records within the CRM system.

How to Add a New Project in Futex CRM

Follow these steps to create a new project using the Add Project form:

Step 1: Open the Projects Module

Navigate to Projects → Add Project from the main menu in Futex CRM.

Step 2: Select Project Category

Choose a Project Category to classify the project (e.g. CRM Implementation, Support Service, Development, Marketing).

Step 3: Enter Project Title

Add a clear and descriptive Project Title so the project can be easily identified across the CRM.

Step 4: Add Project Description

Use the Description field to explain project scope, objectives, or special requirements. This helps teams understand expectations and deliverables.

Step 5: Save the Project

Click Save to create the project. The project will now appear in the Projects list for further tracking and updates.

How to Edit an Existing Project in Futex CRM

Step 1: Open Project Details

Go to the Projects List and select the project you want to update.

Step 2: Update Project Information

Modify the Category, Title, or Description based on new requirements or progress.

Step 3: Save Changes

Save the updated project information to ensure data accuracy in the CRM.

Why Projects Are Important in Futex CRM

Using projects in Futex CRM helps teams:

Manage work after lead conversion
Maintain clear project documentation
Improve collaboration and accountability
Track customer-related activities efficiently