Projects in the Billing panel help track client services, revenue, and milestones. Manage specialized services like photography, consulting, or web design efficiently.

Collect Client Leads Add a Contact page with customizable forms to gather essential project information:

• Client source
• Delivery timeline
• Budget requirements
• Custom questions

View submissions in the Lists and segments panel under Form senders or directly in the Contacts panel.

Create New Projects

1. Open Projects panel
2. Click Create > Project
3. Select existing client or add new one
4. Attach relevant forms
5. Name project and create

Project Management Features

• Track total revenue
• Monitor recent activity
• View upcoming deliverables
• Store client notes
• Manage milestones
• Handle invoices
• Access form submissions

Adding Milestones

1. Click Add a milestone
2. Enter description
3. Select date
4. Save Mark complete by checking the box. Edit or delete using the pencil or trash icon.

Business Documentation Send professional documents to clients:

• Business proposals
• Project quotes
• Contracts Clients review and accept these through the project interface.

Invoicing

• Send secure payment requests via email
• Clients pay through secure payment page
• Connect payment processor first
• Processing fees apply (varies by payment solution)

Project Deletion

1. Open project
2. Scroll to Delete project
3. Confirm deletion Note: Deleted projects can't be recovered, but client contacts and form submissions remain intact.

Remember: Projects can only be associated with one client contact and cannot be reassigned to different clients.

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