HYEGRO CRM v1.0.0 is now LIVE!!

Create and Configure Projects

Create and Configure Projects in Hyegro Platform

Click here to watch

This demo showcases how to create and configure a new project within the Hyegro platform

Go to [your-company-instance.hyegro.com]

1. Introduction

You'll see how to set project details, assign contacts, and define timelines to streamline your project management.

Introduction

2. Open Add Project Interface

Click the Add Project button to start creating a new project in Hyegro.

Open Add Project Interface

3. Access Project Name Field

Click the Project Name field to specify the name of your new project.

Access Project Name Field

4. Enter Project Name

Enter your project name to clearly identify the project within the platform.

Enter Project Name

5. Select Client Account

Click the Client (Account) field to associate the project with a client account.

Select Client Account

6. Choose Primary Contact

Click the Primary Contact field to assign the main contact person for this project.

Choose Primary Contact

7. Select Contact Person

Select the appropriate contact person to ensure clear communication for the project.

Select Contact Person

8. Choose Project Type

Click the Project Type field to specify the nature of the project, such as one-off or ongoing.

Choose Project Type

9. Open Service Types

Click the Service Types field to define the services involved in the project.

Open Service Types

10. Select Service Category

Select the relevant service category to align the project with your offerings.

Select Service Category

11. Access Assigned Team Field

Click the Assigned Team field to designate the team responsible for the project.

Access Assigned Team Field

12. Choose Team Member

Select the team member who will be assigned to manage or contribute to the project.

Choose Team Member

13. Initiate Project Creation

Click the Create Project button to save the project details and proceed.

Initiate Project Creation

14. Open Start Date Field

Click the Start Date field to set when the project will begin.

Open Start Date Field

15. Enter Project Start Date

Enter the start date to schedule the commencement of project activities.

Enter Project Start Date

16. Open Target End Date Field

Click the Target End Date field to define the expected completion date.

Open Target End Date Field

17. Enter Project End Date

Enter the target end date to establish project deadlines and milestones.

Enter Project End Date

18. Confirm Project Creation

Click the Creating indicator to finalize the project setup process.

Confirm Project Creation

19. View Created Project

Click the newly created project to review its details and begin management.

View Created Project

This demo demonstrated how to efficiently create and configure a project in Hyegro, including setting client details, assigning team members, and defining timelines. Start your own project today to streamline your workflow and enhance collaboration.

Modified at 2026-01-30 08:19:20

Create Deals And Accounts Using Leads

Create Project Tasks