This article is in the Projects section of the App.
After you click on Projects, you should be taken you to a list of all of your projects.
Note: If you have been editing a project in Studio or MyEnergy, then the project page for that project will come up when you click on Projects. Simply click on the Projects icon again to get access to the CRM.
In the top left hand corner of the CRM, there is a quick access drop-down menu.
Simply click on it and choose and what you wish to view. By default it is on All Projects, but you can browse various information by using this.
By using this you can view the contacts you’ve created as well by clicking All Contacts.
From the CRM you are able to sort through your various projects by numerous different filters.
In order to add a filter, click on the button.
Click on the button to bring up a drop-down list of filter options.
For example, click on Stage. This will then allow you to choose to only show projects that are at a certain stage. To select the stage that you wish to see projects for, simply click on the Stage input box and select an option from the drop-down.
If you wish to quickly find a project you can use the search bar to look for keywords in the project address or assigned contacts.
You also have the ability to sort your projects by click on the column headers: Star, Address, Stage and Priority.
Click multiple times to either sort by ascending or descending order.