How to create a project in Bookipi CRM
Follow the simple steps below to learn how to create a project in Bookipi CRM.
Step 1: Select 'CRM' on the Dashboard.
Click on 'CRM' in the left-hand panel of your screen.
Step 2: Click '+ New Project' in CRM.
Click '+ New Project' in the top corner of CRM.
Step 3: Enter your Project Title.
Click the 'Title' field to enter your Project Title.
Step 4: Add your Project Description (optional).
Click the 'Add description' field to add your Project Description.
Step 5: Click the 'Select customer' button.
Click the 'Select customer' button to add a customer to your project.
Step 6: Add a 'Budget' to your Project (optional).
Enter a 'Budget' for your project if needed.
Step 7: Choose a 'Due date' from the calendar icon (optional).
Click the 'Due' button to select a date from the calendar.
Step 8: Click 'Create' to add your project.
Choose 'Create' to save your new project.
Your new project has been added to your Bookipi CRM.
Your customer’s documents will be synced to the project. However, if the customer has multiple projects, you can reassign the invoice to a different project as needed.
Common FAQs about how to create a project in Bookipi CRM
Q: How do I assign a customer to a project?
A. Click ‘Select customer’ and choose a customer. Their invoices will be synced to the project automatically.
Q: Is it mandatory to add a budget and due date?
A. No, adding a Budget and Due date is optional. You can skip these steps if they are not needed.
Q: Is the pipeline still automatic?
A: Yes! The pipeline will continue to update automatically as you add customers and create or update documents for them.
Q: Can I disable the automatic movement of projects?
A: No, the automatic creation and movement of projects cannot be disabled at this time.
Discover more tutorials for Bookipi Invoice Web App
Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.