Add a New Phase Record

You can add new phases to a project record at any time.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a new phase, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Projects.
2. On the Project Info Center form, open the project record for which you want to create the phase.
3. Click New and select New Phase. Ajera CRM opens a new phase record. The initial contents of the phase record are based on the project record.
4. Enter a unique name and number for the phase and then specify additional phase information on the tabs of the form.
5. Click Save.