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How to create a new project.

Using project fields to optimize results

Project Name (required)

Create a name for the project; can include basic address and client. Example: 5152 Grove St -Smith

Project Type – Select one

  • Staging
  • Design
  • Consultation
  • Inventory Rental
  • Inventory Purchase
  • Other

Account(s)

Accounts are companies you do business with. Example: Brokers, Real Estate Companies, Vendors, Service providers.
You can enter existing accounts from the dropdown that appears when you click on the field. Or you can click on the + New Account and add a new account name.

Project Type Detail

This fields dropdown menu options changes with the selection of the Project Type
Example; Project type: Staging. Project Type Detail: Options- Vacant, Occupied, other

Contacts

Contacts are individuals that are often associated with accounts or can be of individual importance. You can enter existing contacts from the dropdown that appears when you click on the field. Or you can click on the + New Contact and add a new contact name.

Project Status

You will select one option from the dropdown.

  • Closed
  • Contracted
  • In Progress =
  • Lead
  • Opportunity

Initial Contact Date

The date you first were in contact with a person regarding this project.

Project Status Detail

This fields dropdown menu options changes with the selection of the Project Type & Status.
Example; Project Type: Staging. Project Status: Lead. Project Status Detail options would be: New , Responded, Engaged

Cancel

Close without saving and return to Projects main screen.

Save

Saves initial project info and brings you to that projects main page.

Save & Continue

Saves initial project info and brings you to the project detail window.

This window is where to enter your Property information, Type and detail information, including your property URL.

You can find the properties URL through listing companies like Zillow and Redfin. This link is important to include for you Map view options.

Save & Continue takes your to the Operations window

There you will enter your Project lead, Services, dates and Priority Comments. Priority Comments are shown directly under Project Name