March 2022 - New Project Button

Need to start a new project? We've made it even easier to build an order right from your Dashboard!

The New Project button streamlines your project creation and helps to prevent errors by providing a framework for you to create sales forms directly from your dashboard.

The New Project button is available from your:

Capture essential details

The pop-up window encourages team members to capture important information about their project based on the type of form they want to start with, such as in-hands dates, budgets, as well as client, contact, and address details.

Build your first sales form 

This feature reduces friction by allowing you to build an opportunity, presentation, estimate, or sales order as you create the project, rather than creating the necessary forms later on. 

Add your products

Rather than adding your products after the fact, the New Project button helps to increase efficiency by guiding you through the order creation process, including adding products to your newly created form right from the pop-up.