Projects can be created in CRM+ from two places. The first one is the Projects panel:

The other one is a client's info panel:

When you create a new project you will see the following window:

Here you can set up the project name, address, other info.

You can set up a project phase, which can be used to show the state of the project. This can be seen in the list view as well:

The Project manager is mainly used when using CRM+ as a multi-user enviroment. This is the person at our company, who gets expired milestone reminders.

You can attach multiple project categories as well. These work the same as client categories at the client's page.

The next optional step is to list the products, services attached to the project. You can add new ones by clicking on the plus button:

The following window will appear:

It contains two parts, the planned and the real values.

Contacts to projects are added via contact groups. So first you have to add one or more of them:

After this you can click on the plus sign in front of the group name to add a contact:

The is a radio button, with which you can choose the project leader.