If the same client has another job, you don’t need a new client record — add a new project.
On the Client Information Page:
Use the Project Name dropdown to view existing projects
Click Add New Project
Enter:
Project name
Assign team members
Project address (use client address checkbox or add another)
Answer qualifying questions (including lead source)
Click Add Project to save
After adding the new project for the existing client, it will start appearing in the CRM client list as a separate and new entry. But once you are within a project of a particular client, you can toggle by the menue to another project of the same client.
