Projects are a powerful way to manage client relationships, track revenue, and monitor deliverables from the Invoicing panel.

Collecting Leads

Add a contact page with customizable pre-built fields to gather essential information from potential clients, including:

• Referral source
• Service delivery date
• Budget requirements

Form submissions appear in the Contacts panel under Lists & Segments, where you can review and respond to leads directly through email.

Creating Projects

To start a new project:

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

Managing Project Details

Each project displays:

• Total revenue collected
• Recent activity
• Upcoming milestones
• Client notes
• Important dates and tasks
• Invoice history
• Form submissions

Project Milestones

Add key project touchpoints:

1. Click Add milestone
2. Enter description
3. Select date
4. Save and track progress

Mark milestones complete by checking the box, or edit/delete using the respective icons.

Invoicing and Documents

Send branded:

• Proposals
• Estimates
• Contracts
• Invoices

Clients receive documents via email and can make payments through a secure payment page. Connect a payment processor before sending invoices.

Deleting Projects

To remove a project:

1. Ensure no accepted documents or active invoices exist
2. Open project and click Delete project
3. Confirm deletion

Note: Client contacts and form submissions remain intact after project deletion. Deleted projects cannot be recovered.

Remember: Each project can only connect to one client contact, and projects cannot be reassigned to different clients.

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