Projects allow you to begin working with your customer. Think of a "Project" as a manilla file folder with the person's name on it. This is the central location you can find the email communication, documents, files, time logs, to-do tasks, etc. you’ve created or sent for that specific customer.

You may have multiple file folders (projects) for each contact type, but without a file folder (project) you will have nowhere to organize your contact's information or documents.

Once your contact profile is created, you can begin your first project. If your customer was added to the platform using a Lead Capture Form (LCF), a project will automatically be created for you. 

To add a project from a new contacts profile, click the “Add a New Project” button.

Once your first project is started, you can create additional projects using the “New Project” button.

Easily switch between projects using the project drop-down.

Once a project has been created, you’re ready to begin work! Let’s start by reviewing the elements of a contacts project. 

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Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST.