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Create a Project from a Message
Create a Project from a Message

Now that you've landed a conversation with a lead, it's time to book a project.

Daniel avatar
Written by Daniel
Updated over a week ago
  • In the top right corner of your message thread, you’ll see three dots. Click the dots to view a menu with options for how you would like to move forward.

    You have the choice to edit or open the contact, or create a new lead or project.

  • 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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