Setup Widget? |
Creating a project
You can have multiple projects in one BoostCRM account. These projects are independent of each other, using different modules and pricing plans.
Create a project
  1. Log into your BoostCRM account.
  2. Click New project.
  3. Add your project picture, enter project name, and choose project time zone.
  4. Click Next.
  5. Choose one or multiple from these following modules to start your project. You can always change this later.
  6. Click Done.

After creating a project, you will be navigated to a quick setup process. Learn more about quick setup here.

Edit your project info

To edit your project info, click the ⋮ icon and choose Edit. To delete your project, choose Remove.

You can also update your project info by going to Settings > General.

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