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Viewing and Editing Client Projects

Last Updated: Jun 28, 2017 03:08PM NZST

Client Projects

You will see your client projects on the client overview page. Underneath the client profile.

Step 1:
Each project is minimised. You can view each project by clicking on the blue “open” button on the right corner of each box.

This is what your client Project will look like.


Once here you can change the status of the opportunity and the client lead.

Step 2:
To edit the client project click “edit” at the top right, next to close (if you click close it will minimise your project, if this was an accident you can just re-open the box by clicking “open”).

Step 3:
Once you’ve clicked edit it will take you to to the “edit build” page.

The same required fields are there from when you created the project. You are now able to add more information relevant to the project.

 

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