How-to1 min readUpdated
Create a project
Start a new job from the Projects screen: pick the location and customer, enter the address, and choose the lead source and job type.
Projects are created from Projects using the plus button beside it. Everything a project needs to exist is on that one form, and it is saved as a normal project the moment you submit it: there is no separate lead record to convert later.
What happens next
The new project starts on the lead stage of your pipeline and moves along from there, keeping the same id, files and comment thread the whole way. Read Leads versus projects for why that matters.
Was this article helpful?
Related articles
- Leads versus projectsA lead is not a separate record. It is a project on the lead stage of your pipeline, which is why the history never splits.
- Calendar, appointments and schedulingThere are three scheduling surfaces.
- Customer recordsCustomers have a list of their own, with a New Customer form to add one; the header search also finds a customer from anywhere.
- Everything on and around a projectA project is one screen with tabs rather than many pages; the project tabs topic lists them and what each one holds.