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)
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.