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Project Types & Phases

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  • Can I change a free no-client project to an active client?
  • How do I search my projects for key information?
  • What are the different project phases?
  • Prospect projects
  • Can I move an active project back to prospect?
  • How do I delete a project?
  • Training Home, Prospect Project: How and When do I use them?
  • How can I add or edit the project cover photo that my clients see?
  • How can I customize the base and total price labels for a project?
  • What is the best way to set up a new project, so that my schedule and spec/selection milestones match up?
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