Projects

Create projects, the 8-step lifecycle, milestones, status changes, undo.

• The 8-step project lifecycle

  How a project moves from sold to paid, milestone by milestone.

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• Create a project manually

  Add a project to SunrAI without going through a sales-system import.

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• Change a project's status

  Move a project forward, put it on hold, or close it out — and how the lifecycle updates.

  Read · 1 min