How to EDIT Project in Project List

  1. Log in to your CRM system and navigate to the project management section or project list.

  2. Locate the project that you want to edit and click on it to open the project details page.

  3. Look for an option to edit the project.

  4. Click on the option to edit the project. You should see a form or page where you can make changes to the project details.

  5. Make the necessary changes to the project details. You may be able to edit information such as the project name, description, start and end dates, milestones, deadlines, budgets, resources, and project-related communications.

  6. Save the changes. Once you've made the necessary changes, click the "Save" button.

  7. Review the project list. After editing the project, check that the changes have been applied to the project list and that all the information is correct.

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