The table below provides a definition of each default field for a lead record. To learn how to build custom fields, click here.
|Project Name||The name of the project|
|Related To||The record(s) associated to this project|
|Owner||The user who manages this project|
Where does the project currently stand? Options are:
Who can see this project record?
To learn more about visibility permissions on records, click here.
|Description||Any additional notes you'd like to store about this project|
|Tags||You can add a tag to this record and later pull all records with that tag into a report.|