Projects

See the four main sections of the App at the bottom of the screen.

By selecting a specific project from this section, you will be able to edit details pertaining to that particular project such as contacts, electricity usage, and proposal personalisation.This is the CRM section of the App which will allow you to create and manage projects. You will be able sort and arrange your projects according to various filters so that the projects that require the most attention do not get forgotten.

See Creating and Managing Projects for more information about how to use this section of the App.