Now that you've landed a conversation with a lead, its time to book a project. You can do that directly from the message thread saving you the hassle of going back into your project creation page.

In the top left corner of your message thread, you’ll see a drop-down menu with options on which direction you want to take the conversation.



Each option will open a form to fill out the details associated with your new lead or project. Keep in mind, if you are creating a new project for a previous client, all of their contact information will automatically plug into the form so you don't have to worry about re-entering anything twice.

That's all there is to it! You can now manage the new project in the projects tab of your portal.

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