Each Project Card reflects a single target. To create additional project cards, or add new projects into Midaxo, follow the steps below:
Creating a single project card:
Click on the green plus (+) icon located at the bottom of the appropriate Stage or click +Create Project located within the Stage
Enter the Project Name, then click Create and view project
* Additional customization options are available, but not required.
Uploading two or more additional projects:
To upload multiple projects simultaneously, follow the same steps found in the article titled Getting Started with Pipeline CRM.
Additional items to Note as this import will be completed with existing data already in place:
- Data imported to a numeric field can only contain numeric data.
- Data imported to a date field must be in a date format.
- Any existing Projects you are trying to overwrite will be highlighted in yellow and MUST HAVE A PROJECT ID. Without a Project ID, duplicate copies of the Projects will be created upon Import.