To create a new client Project, you do so by adding a project to the client's Enquiry aka a sales lead. If you do not already have a client enquiry to create the project from, you need to create a client enquiry first - as per the instructions below.
Note: If your client is not already in the system, please refer to the Adding and Editing a Client FAQ for assistance.
Adding a New Enquiry to your Client Profile
To add/create a new enquiry for your client, open up your client's profile by clicking on their Client name link - be it from the CRM Leads & Clients screen, the Projects' Projects screen, or any other Rave screen where you can see their client name link.
From your client's profile screen, click on the '+ Enquiry' button to the top right of the page. This will open the 'Adding Enquiry' screen - and essentially, you're just filling in as many fields as you can, ensuring that the mandatory fields of sales pipeline stage, priority, and assigned salesperson are completed.
Refer to our Adding an Enquiry - to your CRM Client Profile FAQ for assistance with this step.
Once you've loaded in all of your client's enquiry details, you can click the 'Save' button - this will return you to your client profile with your new enquiry listed in the Enquiries table.
Adding a Project to your Client Enquiry
To add a project to your enquiry, click on the enquiry reference to open the enquiry profile - and then click on the '+ Project' button to the top right. This will open its Project Details screen, where you can now add your project information.
Refer to our Add Project Information FAQ for assistance with this step.
