Create a customer project

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Open Projects in Pixie CRM and choose New Project. Enter Website Refresh, marked as a training project. A project connects customer work, dates, members and delivery activity in one record.

Open Customer and begin typing Maplebridge Design. Select the saved training customer from the results. Check this choice carefully because the project will belong to that customer and can appear in its connected records.

Choose Fixed Rate as the billing type and Not Started as the status. Enter zero as the cost for this fictional training project. These project settings do not issue an invoice, request payment or charge the customer.

Enter the start date and deadline using the configured day, month and year format. The example runs from the fourth to the eighteenth of November. Confirm Alex Morgan is included in Members and keep progress calculated through tasks.

Use Description to record a clear outline of the work. This example covers reviewing the website brief, preparing a design proposal and agreeing the delivery steps. Keep the project scope factual and separate from any final contract or approval.

Review the notification choices before saving. Keep Send project created email off, then open Project Settings and choose Do not send notifications for this training example. Review your organisation's intended customer notifications and project access settings before creating a real project.

Choose Save. Confirm that the project overview opens with the correct project name and customer. The saved project is ready for its tasks and milestones. Continue with the dedicated guides for project members, permissions, tasks and progress tracking.