Manage a Project's Information
Add/edit and lookup additional information on the Overview tab.
Table of Contents
Edit a Project
Edit a project's information after it has been created.
Project Information
Edit the project description, project salesperson, and the "how did you hear about us?" drop down list.
- From the Overview tab, select the edit link to the right of the section you would like to edit.
- Complete the changes.
- Click Save.
Edit a Property
Edit property information after it has been created.
Add a Property Image
Upload a property image to display on the project page and in the cover page on the bid. A Google image of the property will load to this page by default.
- Select Add Property Image from the project page.
- Select the image from your device's storage.
- Click Save.
Edit Property Address
- From the Overview tab, select the Edit Property to the right of the Property Address.
- Edit the desired address field.
- If the address entered is not able to be verified with Google, a recommended address will appear within the Edit Property modal.
- Click the Use button on the correct address. Using the entered address may cause problems with mapping and selecting the property image from Google.
- Click Save.
Project Resulting
Complete or cancel to end a project.
Project Complete
Select the Project Complete button to result the project as complete with a time stamp.
- This will be reflected in the project pipeline under Recently Completed Projects and in metrics.
- Undo a completed project by selecting Undo Project Complete from the Overview tab.
Project Completion Date
After clicking the Project Complete button, a modal will appear with a selector for the project completion date.
- The project completion date will default to the current time and date. It can be modified to any date past or future.
- The project completion date can also be changed on a previously completed project.
- Undo Project Complete and reselect Project Complete to show to project completion date for adjustment.
Cancel Project
Select Cancel Project button to remove a project's data from metrics and the project pipeline. The project and its information will be saved with the software.
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