WEBVTT

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Open Projects in Pixie CRM and choose New Project
Enter Website

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Refresh marked as a training project A project
connects customer

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work dates members and delivery activity in one
record

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Open Customer and begin typing Maplebridge Design
Select the saved

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training customer from the results Check this
choice carefully because

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the project will belong to that customer and can
appear in its connected

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records

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Choose Fixed Rate as the billing type and Not
Started as the status

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Enter zero as the cost for this fictional
training project These

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project settings do not issue an invoice request
payment or charge

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the customer

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Enter the start date and deadline using the
configured day month

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and year format The example runs from the fourth
to the eighteenth

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of November Confirm Alex Morgan is included in
Members and keep

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progress calculated through tasks

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Use Description to record a clear outline of the
work This example

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covers reviewing the website brief preparing a
design proposal and

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agreeing the delivery steps Keep the project
scope factual and separate

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from any final contract or approval

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Review the notification choices before saving
Keep Send project

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created email off then open Project Settings and
choose Do not send

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notifications for this training example Review
your organisation's

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intended customer notifications and project
access settings before

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creating a real project

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Choose Save Confirm that the project overview
opens with the correct

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project name and customer The saved project is
ready for its tasks

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and milestones Continue with the dedicated guides
for project members

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permissions tasks and progress tracking