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Creating a Project from a Contact
Creating a Project from a Contact

Here is how to create a project from an existing contact or from a newly created one.

Daniel avatar
Written by Daniel
Updated this week
  • First, go to the Contacts tab; here, you can add a new contact by clicking the Red New Contact button.

  • Enter the information, Select the contact type, and click "Add."

  • From the contacts page, you click "+ Add" on the "Associated Projects" area.
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  • Enter the details like Project name, specialty, and Workflow and click Create.


If you want to create a project from an existing contact. First.

  • Go to your Contacts tab.

  • Find the contact you wish to create a project for.

  • Click the three dots on the right and select New Project

  • If you want to create a new lead, click Convert to Lead

  • Next, fill out all the fields associated with the project and hit save. That's it!

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