The Distributors App of Apptivo allows you to associate projects with the distributor record. You can also create projects and associate them from the 360-Degree tab of the overview page.
Steps to create and associate a project
- Go to the Distributors App of Apptivo and navigate to the overview page of a record.
- Switch to the 360-degree tab. Select the Projects App from the 360-degree view dropdown. Select the create button.
- The Create Projects side panel appears. Here, add the information related to your projects.
- On selecting create, a new project is created.
- This project information is also available in the Projects App of Apptivo.
