Enquiries, clients and proposals
How Contacts, the Pipeline and Proposals fit together in the CRM, and who can do what.
- Enquiries, clients and proposalsHow Contacts, the Pipeline and Proposals fit together in the CRM, and who can do what.
- Find a contactSearch your studio's contacts by name, company, email or phone, and narrow the list to clients, suppliers or contractors.
- Add a client, supplier or contractorAdd a client, supplier or contractor to your studio's CRM, with their details, address and any additional people.
- Edit a contact's detailsUpdate a contact's name, email, phone, stage, budget, address and other details.
- Delete contactsPermanently remove one or more contacts, and what happens to their projects, invoices and portal access.
- Add notes to a contactKeep internal notes on a contact, and edit or delete them later.
- Save and use a supplier's trade portal loginKeep a supplier's trade website login on their contact, and copy it when you need to order.
- Add a lead to the pipelineRecord a new enquiry from an existing client contact so you can track it from first contact to won or lost.
- Move a lead through the pipelineDrag a lead to its next stage, fill in what that stage needs, and mark it Won or Lost.
- Filter and search the pipelineShow one person's leads, unassigned leads, or search by name, enquiry or email.
- Edit or delete a leadOpen a lead to update its details, or delete it if it was added by mistake.
- Create a proposalStart a fee proposal for a client, write the scope of work and terms, and save it as a draft.
- Price a proposalAdd fees as line items, or build them from hours per phase and person, then choose the tax rate.
- Find, edit or delete a proposalSearch your proposals, reopen one to change it, or delete proposals you no longer need.