External project requests should be submitted via the New Project Request form. Note that some fields can be prepopulated for existing clients. See the Company A Project Request Form for an example.
External project requests should be submitted via the New Project Request form. Note that some fields can be prepopulated for existing clients. See the Company A Project Request Form for an example.
▪️ Navigate to Projects > ⚡ Add Project.
▪️ Enter details of new project.
NOTE: If the company, office, & brand already exist in the system,
you can alternatively use the New Project Request (Internal Use Only) form.
▪️ Navigate to Phases > New Phase
▪️ Click the + sign to add a new phase record under the desired project
▪️ Enter details of new phase