Projects - Different Ways to Create A Project *New*

You can create a project for your client's enquiry at any point during their sales journey.  Your client can be a New Lead or any other state progressing through the sales pipeline.  There are 3 ways to add a project to a client enquiry - let's check them out.

Note: If you do not already have an enquiry (sales lead) to add a new project to, you will need to create an enquiry first.  Refer to our Create a New Project - By Adding a New Client Enquiry First article for assistance here.

Creating a Project in your CRM Leads & Clients Screen

You can create a Project for your client enquiry from the CRM Leads & Clients screen by clicking on the client's Sales Pipeline drop-down and selecting 100% Won. 

This will open the Contract Details pop-up asking for the Signed contract date and Signed contract value - unless you tick the Charge-up build check box, in which case just the signed contract date is required.

You then have the option of just Saving and not creating a project, or you can Save & Add a Project to then work your way through populating your project's details.  

Creating a Project in your Enquiry Screen

You can create a Project from your client's enquiry screen, by clicking on the 100% Won/last stage of your sales pipeline or by selecting 100% Won in the Sales pipeline stage dropdown.  

Either action will open the Contract Details pop-up asking for the Signed contract date and Signed contract value - unless you tick the Charge-up build check box, in which case just the signed contract date is required.

You then have the option of just Saving and not creating a project, or you can Save & Add a Project to then work your way through populating your project's details. 

Creating a Project from an Enquiry (no signed contract)

You can also create a Project from your client's enquiry screen without a signed contract, by clicking on the '+ Project' button to then work your way through populating your project's details. 

Creating a project will open the Project Details screen, where you can input your project information.

Refer to our Add Project Information article for assistance with this step.