This tutorial guides you to create a project. There are a few things to check in order to do so. So follow the instructions.
Before you create a project
The only way to create a project is through a Contact. If the contact (or caller) does not exist in the system, then you MUST create the contact first.
1) Does the Project already exist in the system?
Before you do anything, it matters to check if the project already exists since other users could have created the project already. Search under “Projects” tab using Project Name, Address, Contact, Phone, or Company Name.
- If the project already exists in the system, then make the updates necessary, even if it’s just adding a short note under Project Description to know that the contact called again.
- If the project does not exist in the system, then you must create it. To do so, first see if the contact exists in the system.
2) Does the Caller already exist in the system?
Search for the contact info under the “Contacts” tab. You can search by contact First Name, Last Name, Phone Number, Email, or Company Name if the contact belongs to a company.
- If the contact does exist in the system, great! Enter the “Contact Details” page (by clicking on the [Details] button) and at the bottom of the page, where the Projects are listed and click on the [Create Project] button to create the project. Follow the 2-step process, explained here.
- If the contact does not exist in the system, then you must create them first.
3) Does the Caller belong to a company or are they a homeowner?
- If the contact is calling on behalf of a company (if they’re a contractor, part of a company, or calling for their commercial project) then first check if the company exists.
- If the contact is a homeowner or individual, then create a contact in the system by clicking on the [Create Contact] button under the “Contacts” tab.
Create a Company
To create a company, click on the [Create Company] button under the “Companies” tab.
Type in all the company information that you have and click on [Create]. The system will automatically take you to the “Company Details” page. Scroll to the bottom, where a list of Projects and another list of Contacts will appear. To create a contact that is part of a company, click on [Create Contact] button.
Create Contact
If the caller doesn’t exist in the system, you must first create them in the system. For detailed instructions on how to create a contact, click here.
Create Project
You’ve already created a contact or found the caller in our system. Now it’s time to create the project! There are (2) steps that you MUST complete to create a project.
These (2) steps are extremely important, so please don’t click on the back button or leave it unfinished since the project will NOT show up in the database if you don’t complete both steps.
When you’re under the “Contact Details” page, scroll down to the bottom and click on the [Create Project] button to begin:
Step 1 – Project Information
Type in all the information you have on the project. If you don’t have some information, simply leave the field BLANK – don’t type anything in the field. The only required field is the Project Name.
Click [NEXT]
Step 2 – Message
Here is where you type in the message to the Salesperson. To send a message to the Salesperson make sure the “Send Message” checkbox is selected.
Click [CREATE]
You know the project has been created because the system will take you to the “Project Details” page.