Customer Projects
Find the project. See what needs to happen next.
Press N
No Customer Projects yet. File the first one to start the board.
This record is one card on the Customer Projects board. Change it here and the card changes with it.
Seven rows have to be filled before this can be filed. Everything under the second rule can wait — you can add it any time without opening a different screen.
Everything you typed is still here. Nothing was lost.
Enter an email under Reach by. This contact will be saved to the selected company in HubSpot when you file the record.
New companies and contacts are saved to HubSpot when you file. An email is required for a new contact.
Choose a folder, then add a file. Each file keeps its selected folder.
No files added.
Attach now or later. A file that is still uploading never stops you filing the record.
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