Add a Project

There are two methods for creating a Project. You can either create a Project completely from scratch, or you can create one from an existing Lead. If you are using the Leads functionality, it is of course much faster (and ultimately more useful) to create your Projects from the Leads you have already entered.

Follow these steps to create a Project from scratch:

1. Open the Main Menu
2. Next to the word Project, click the green + icon
3. A new Project page will open
4. Complete the required fields and add other values as required
5. Click the Save button in the top right
6. Your Project will be created, and issued with a Project number