Pinning a Project for Quick Access in Quotify CRM

If you frequently work on specific projects, you can pin them for faster access.
Pinned projects appear on the bottom-left side of the admin menu for quick navigation.


How to Pin a Project:

  1. Go to Projects from the main menu

  2. Open the project you want to pin

  3. Click the “Actions” button at the top right

  4. Select “Pin Project” from the dropdown


Once pinned, the project will appear in your sidebar, giving you one-click access anytime.

🔔 Reminder: Once the project is marked as finished, it’s a good idea to unpin it to keep your sidebar clean and focused.

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