Skip to main content

Change the client contact of a project

Written by Charlie Troccaz
Updated over 3 weeks ago

Projects > Project card > Information tab

To change the contact of a project, the tool requires you to go through the initial opportunity card.

Here is the procedure to follow:

  • From the project\'s "Information" tab, click on "edit"

Capture_d_e_cran_2020-04-07_a__00.44.38.png

Important:

If the client contact name does not appear, it means it has not been created in the CRM! You must create it from the CRM (see Create a new contact in the CRM).

Did this answer your question?