Creating a Project

It's important to get your project off to a good clean start.   Take a moment to make sure you input all of the required information accurately and completely.   

There are several ways to start a new project: 

• At the same time you are adding a New Company or Customer

• From an existing Company in the Actions Menu (Hint: Right click on the Company in the grid)

• From an existing Contact in the Actions Menu (Hint: Right click on the Contact in the grid)

• From a Lead (Hint: Right click on the Lead in the grid)

Open

Quick Tips: 

• Include Company name in the Project Name

• Include the Bid #, RFP #, etc… in the Project Name

• It should be unacceptable to have a project with no contacts on it and to not have the Project Contact Type or Influence type set. 

Click here for more detailed information.