To edit a project, click on the edit button on the right side of the project:
For ongoing projects, you can edit all information about them.
When you finish changing the information about the project, click "Update" to save the information.
If you have already sent the survey, your update options are limited. After sending the survey, you can only update the budget, the industries, the capabilities
This feature is only available to administrators. To Edit a user, you should click the icon on the right side of the username you want. The edit user slide will show. You will be able to modify any information, with the exception of the user's ...
You can delete a project if the survey was not sent yet. To do so, you should click on the bin icon on the far right of the project: A popup message will be displayed asking you to confirm. If you click "Delete", the project will be removed from the ...
Step by step guide for creating projects with ConPulse To access your projects, click on "Projects" on the sidebar on the left side of the page. To create a project, click on "Add Project." A sliding screen appears with all the necessary information ...
The users in Conpulse can have three roles. They can be company administrators, managers, and partners. - Company administrator: The admin is the user with the most privileges. The administrator is responsible for: Configuring Conpulse for the ...
To view all projects associated with a client, you have two options: 1) Go to the Client's tab and click the name of the desired Client: 2) Click on the "View Projects button on the right side of the client: Either option will redirect ...