In ProLine, a Project is more than just a customer record — it’s the full workspace where you track leads, services, and job progress. Unlike a simple contact, a project contains all the details about the work you’ll be doing for that customer. This guide walks you through how to manually add a new project.
Why This Matters
A Contact = basic customer information only (name, phone, email).
A Project = customer information plus pipeline stage, services, tags, events, and all job-related details.
In ProLine, leads are created as projects, not just contacts. If you only add a contact, it won’t show in your sales pipeline or job tracking.
1. Starting a New Project
You can add a project from either the desktop or the mobile app.
On your main dashboard, click the big “+” button.
Choose Project from the menu.
A new project window will open where you can enter all the details.
2. Setting Up the Project Details
Pipeline & Stage
At the top, select the Pipeline you want the project to go into.
The project will automatically start at the first stage of that pipeline (you can change this later if needed).
If the stage where you are creating the project has an associated campaign, your project will be added to that campaign, and automations will start running once you save it.
Organization (Optional)
If this project is tied to a company or organization, type its name here.
If the organization already exists in your ProLine account, it will appear in the search list.
Main Contact
By default, the system will show a New Contact form.
If the customer already exists in your database:
Click the “X” next to New Contact.
Start typing the contact’s name to search your existing records.
For a new contact, fill out:
First & Last Name
Phone Number
Email
Customer Type (e.g., Homeowner, Business)
Lead Source (how they heard about you)
Address & Location
Enter the project address.
If your ProLine account has multiple locations, select the correct location for this project.
When using multiple locations, ProLine will automatically assign the closest one based on the project address.
Categories, Type, Services, Tags
Use these fields to help classify and organize your project for reporting and tracking.
Notes
Add any extra details about the project or lead.
Assignee
The Assignee is the team member responsible for this project.
By default, it will assign to you (the person creating the project).
To assign it to someone else, use the dropdown menu to select another user.
3. Scheduling the First Event (Optional)
At the bottom of the form, you can schedule an event — most commonly the first inspection or site visit.
Select an Event Type (ex: Inspection).
Choose the calendar the event will go to (if you have multiple).
Click the calendar icon to pick a date.
After selecting a date, choose an available time slot.
4. Project vs. Contact — Key Difference
Adding a Contact: Only stores the customer’s basic information (name, phone, email). No pipeline, no services, no events.
Adding a Project: Creates a full record that includes the customer info plus the sales pipeline stage, service details, and event scheduling. Projects can also be moved to stages, which can start a campaign for the contact.
💡 Best Practice: For time efficiency we recommend to add all leads as a project as it creates the contact within the project, rather than contact to then later add the project information.