Edit a project, and within the "Project Type" field, type in the name of the desired project type. Then, click "Add project type."
To add a custom project type:
- Choose "Lead Pipeline" from the sidebar.
- Edit the project that will have a new project type.
Next:
- Find the Project Type field.
- Enter the name of the project type.
- With the name of the new Project Type entered, click "Add project type" at the bottom of the window.
A popup will open to confirm the addition. Click "Save project type" to proceed.
After confirming, the project type will be applied to the project. The new project type will also be saved as an option for future projects.
Questions? Let's Chat.
support@projul.com
(844) 776-5853
support@projul.com
(844) 776-5853