Let's manage your projects effectively by tracking revenues, milestones, and client relationships.

Lead Generation Add a customizable contact form to your site to qualify leads with essential questions about budget, timeline, and referral source. When clients submit forms, you'll receive email notifications and can access submissions in the Lists and Segments panel.

Creating Projects

1. Open the Projects panel
2. Click Create > Project
3. Link to existing client or create new contact
4. Name your project and click Create Project

Project Management Features

• Track total revenue earned
• Monitor recent activity
• Set and track milestones
• Store client notes
• Manage invoices
• Access form submissions

Adding Milestones

1. Click Add Milestone
2. Enter description
3. Set date
4. Click Save
5. Mark complete by checking the box
6. Edit or delete using pencil/trash icons

Invoice Management Send professional invoices via email for secure client payments. Link your payment processor first (processor fees apply, no additional transaction fees).

Client Communication

• Send proposals
• Create estimates
• Issue branded contracts
• Track document acceptance
• Manage payment deadlines

Project Deletion

1. Open project
2. Click Delete Project
3. Confirm deletion

Note: Ensure all documents and invoices are handled before deletion. Client contacts and form submissions remain intact, but deleted projects cannot be recovered.

Remember to respond to leads promptly and maintain detailed project notes for effective client relationship management.

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