How Should I Add a Customer Without a Project?

We suggest adding the customer as normal. (CRM > Customers > Create New Customer or use the Quick Add button)

• Contractor Accelerator does require a project name to be entered for a customer to be added.
• We suggest adding a project name with terminology such as "prospect," "lead," etc. to differentiate it from active.
• It may be beneficial to cancel or close the project, from the Overview tab to remove it from the Project Status pipeline.
  • Canceling will remove the project's data from the Metrics.
  • Closing will record the project's data within the Metrics. 
• Notes to record any customer communication can be made within the project's Notes tab and pinned to the Overview tab.
• When the customer does have a project to bid we suggest adding a new project to their customer profile.