Every contact in 17hats has to have at least one project in order to send documents, or log any content. Think of a project as a file folder that holds everything for a particular service or job.
Some contacts may have more than one project depending on the type of business you provide. For example, if you are a photographer, you may have one project for a Family's 2016 Session, and another when they come back for a 2017 session. You will want the documents and emails to reside in the proper "File Folder".
Within each project, that is where everything is stored. Emails, questionnaires, quotes, contracts, notes, to-do items, etc. associated with the project can all be found under the project.
To access your project, you can find your contact first by going to the "Contacts" page if you are looking for a client or other contact. Or by going to the "Leads" page if you are looking for a Hot Lead or Cold Prospect. Once you click on the contact, you will be brought to their project page. If they have more than one project, you can switch between them.
Projects can also be accessed by going directly to the "Projects" page on the left hand navigation bar.
If you have imported your contacts or added them manually, you will need to create at least one project for each client before sending any documents, or making notes, etc. (Without a Project, those items have no place to live!)
If you are using a lead capture form, new leads will automatically have a project created.
KeyWord Search: Lead, Hot Lead, Cold Prospects, Projects, Contacts