How do I start a new project?
To start a new project, you will then click on "New Lead / Project" on the left side of the screen.
After that, you will name your project and click the "Enter Additional Information" button. This will take you directly to that particular project's view. The system will automatically assign whoever created the project as the default project manager. This can be changed at any time by going to the contacts page within that particular project.
Here, you can enter additional information such as Contacts, Key Addresses, Next Steps (consults and estimates) and Notes. The arrow button for Contacts opens up a new window where you can add contacts one by one where as the arrow buttons for Enter Key Addresses, Next Steps and Notes expand within the same window.
