Within Teamwork CRM, it is possible to create a Teamwork project from individual leads and opportunities.

Note: Only users with the permission to create projects in Teamwork will be able to use this feature. 

To create a project, click a deal from one of your lead or opportunity pipelines to open the details view.

Image Placeholder

When viewing the lead or opportunity, click the options button (three dots) to the right of the deal name and select Add project.

Image Placeholder

You can also click Add project from the Project subsection of the left-hand panel in the deal details page.

Image Placeholder

In the Add project modal, select the New Project tab. The deal name will be added as the project name by default but can be changed. Optionally, you can provide a description which automatically includes a link to the deal.

Image Placeholder

Once you click Save, the deal will be added to your associated Teamwork account.

Company and contact sync

The company and contact associated with the deal will also automatically be added to your Teamwork site when you create the project. You can view them in the Companies and People subsections of the People area.

Note: Contacts will be added to the owner company in your Teamwork site.

Image Placeholder

Viewing an associated project

You can view which project is currently linked to a deal via the details pane on the left while viewing the deal.

Click the options button (three dots) to go directly to the project or disconnect it from the deal.

Image Placeholder

You can also quickly view the project by clicking the project name. A quick view will open detailing the project's overview. To open the project in Teamwork, click Open project in the top right corner of the quick view. 

Image Placeholder

Creating a project from an existing project template

For users on certain Teamwork plans, it is also possible to populate the project you are creating using an existing project template from your Teamwork site.

Note: Project templates are available on per-user Pro, per-user Premium, and per-user Enterprise Teamwork subscriptions.

In the Add Project modal, you will see an optional Template field. Select your project template from the dropdown.

Image Placeholder

Viewing a linked deal in Teamwork

While viewing your project in Teamwork, go to the Summary subsection of the Overview tab. In the details pane on the left, you will see a note that the project was created from Teamwork CRM. Click the link to be taken directly to the associated deal.

Image Placeholder

For more information, see: Adding Activity to a Lead or Opportunity