Projects are campaigns within an Area. The system can be set so that each Account can only be in one Project (eg that would be the Project that the lead came from), or each Account can be in Multiple Projects. To learn more about Multiple Projects please click here.
Project Setup
Click on the Menu option, Setup > Projects
To edit the details of a Project, single-click it in the list.
To delete a Project, click on it to edit it, then click the Delete button.
To create a new Project click the New Project button.
Enter the Project in the top field and also a Name, both entries can be the same. If you click on the Name it will automatically populate with what is in the Owner Code.
Optionally select the Start and End dates. Keep in mind if the end date has passed or the start date has not passed you may not see this Project under the Filter options.
Click the Save button when done.
Use the Filter and Search functions to select the list of Accounts that you want to allocate to a Project.
Click the Assign button which is on the Menu Bar to the left:
Select the option of ‘All Accounts in the current filter’, ‘Selected Accounts’ or ‘Number of Accounts’ as required.
Select Include in Project.
Select the relevant Project from the drop-down list.
Click the Apply button:
The system will then go through all selected Accounts and apply the relevant Project.
It is often wise to ensure the Quick Backup is checked as this will store a backup of the data before the Assign. Please be aware that each Assign with Quick Backup checked, by any User working in the same Area, will overwrite the previous Quick Backup stored so it is good practice to check your data after each Assign.