Create a sales project
Sales projects are used for selling and installing new systems.
Before you start
You need to have:
- A customer record in Console
- At least one site created for that customer
If you haven't done this yet, see Add a customer and site.
How to create a sales project
Steps:
- Go to the customer's site record
- Find the Projects section
- In the actions, click Create project > Sales project
Outcome:
A new sales project is created for the site. You can now connect a Pylon project to design the system and create quotes.
About sales projects
Default job types:
- Site inspection
- Installation
Project stages: As your sales project progresses, it moves through stages like Onboarding, Quoting, Considering, Committing, and Installing. For more detail, see Sales project stages.
One active sales project per site: Each site can have one active sales project at a time. Once the project is completed or closed, you can create a new one if needed.