You've booked a new client? Way to go! đ
The most critical reason to convert a lead into a project is to maintain a seamless client record. Rather than starting from scratch, converting ensures that every document and interaction from the sales phase follows the client into the active project phase.
Create a project (one project per lead) from your lead record, and we'll automatically populate the following information into your new projectâs Client Tab:
All Sales Documents: Access every proposal, quote, contract, and invoice youâve already sent, with the ability to send more instantly.
Complete History: Your entire lead recordâincluding contact info and internal team notesâmoves over so you never lose context.
Project Logistics: Weâll pre-fill the Event Date, Location, Timezone, Guest Count, and Budget so you don't have to enter them twice.
Note: We automatically assign the person creating the project as the Project Lead, but you can change this at any time!
From your lead's record, head over to the ACTIONS button and select 'Create Project'
You'll find all information under the new project's client record
(update to Client Record coming soon!)
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For more tips and best practices setting up your Aisle Planner Pro sales tools, checkout the webinars linked below!
âSales and Lead Management webinars:
Create beautiful sales templates, set up your lead contact form, and streamline your sales workflows.
Kick-off all Sales related set up and how-to's.
For deeper dives into sales features, explore the below webinars.