New Project: You should always start your Project from your Install Location. Once the customer has been properly inputted input, you can then select New Project on the top “Actions” toolbar. You can also start a new project by searching for an existing Company or Contact Record (magnifying glass icon on the left-hand toolbar) or by selecting New
→ Project from the toolbar on the left. 
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The Address 1 field does not accept special characters. If you have a suite or unit number, please include it in the Address 2 field. |
Project
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Information: Always double-check your "End User" to ensure you have the right install location set. If it needs to be adjusted you can
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simply adjust using the drop down in the End User field to search and select a different End User location. Otherwise, proceed to fill out all required fields and select Save.
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The Project Manager and Designer field become required if your Administrator has input drop down items in these fields. |
Project Contacts: At this point, you would want to make sure you have added
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at least one contact by selecting "Create New Contact" on the left panel or by searching for an existing contact using the search field.
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If you started your project from a contact record, after you hit "Save" you will see the contact populate on the bottom portion of the Project Information. |
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Team Members/Activity tab:
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This is where you can add "Team Members" and see additional Project Information activity
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. Keep in mind you already have a designated location for Salesperson, Project Manager and Designer so you can use this area for a Sales Support Team member or additional players involved internally.
Create Quote: Select Bill of Materials / Quotes from the Modules menu on the left-hand side to move forward with creating a Customer Quote. The next section of the help guide will go into detail about the Bill of Materials (BOM).
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The Address 1 field does not accept special characters. If you have a suite or unit number, please include it in the Address 2 field. |