Get an overview of all live projects on your system and filter to view historic ones using the Projects main screen. Create new projects here too.

Get started

To access your Projects, head to Opportunities > Projects from the menu bar.

You’ll see a list of all open projects.

Search the view

Use the search box at the top to search the projects on your system. You can search by:

Filter the view

To see inactive projects and access other filtering options, click View: Live to bring up the view menu.

Choose Filter selection to bring up common filtering options and hit Update to apply these to the default view.

Further filter using advanced criteria by creating a custom view: click the green create button to get started. See: Custom views

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