Create sales project

If you want to identify sales potential with a new or existing customer or submit a quotation, first create a sales project.

This ensures that you can record, filter and analyze each sales transaction with its own weighting, risk assessment, BANT qualification, etc.

Select CTRL-N > Create sales project (or click on the puzzle stone symbol on the right in the old view).

In the new ribbon, select CTRL-N > Create sales project (alternatively also via the plus symbol).

The following numbering refers to the numbers in the illustration. Yellow fields are mandatory fields.

1. Use P/G to select whether a person or company represents the potential.

2. The triangular arrows at the end of a field open a selection list. However, you can also simply start entering a name and the auto-complete function will make suitable suggestions. The project name is created automatically if you do not enter one.

3. You can enter more information about the lead here.

If you enter a name that is not yet stored in contact management, a new contact with this name is automatically created. A duplicate check ensures that the same contact cannot be created more than once. The project name is filled in automatically.

The completed form can look like this, for example:

Using the buttons at the bottom of the form, you can add a new sales project, cancel the entry (if it has not yet been saved) or edit the sales project.

Click on Save (floppy disk symbol) to automatically add a project name and create the project.