Add Project

  1. Log in to your account through https://crm.kuasa.io/.

  2. You will see the dashboard as shown below and click Add Project to create your first project pipeline.

  3. Click on Add Project to create your project pipeline.

  1. Fill in your project title in Title field and choose your pipeline template from Choose a Workflow Template. Then, click Create Flow.

  1. You will see the display as below for pipeline if you chose Sales Leads template.

  1. Congratulations, you just finished create your project pipeline!

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