Getting around in RapidStartPROJECT

Before you dive into the specifics of Projects it would probably be useful to have a quick overview of how to get around in the RapidStartPROJECT Addon. We have tried to make RapidStartPROJECT as intuitive as possible, but it can’t hurt to provide a quick lay-of-the-land. After the installation of the RapidStartPROJECT Addon, you will see some new items in your RapidStartCRM app.

The RapidStartPROJECT items have been added to your navigation sidebar , and three new dashboards have been added .

You can create a new project by either clicking on Projects in the sidebar, or clicking on the added Project Quick Step Button on either an Account or Contact record form.