New Project Defaults

New Project Defaults are setup in Company Settings (permission required). This area allows you to set defaults for every new project.

Whatever is set here, every new project for the company will default to these values. However, you can certainly change those values within the new project set up and are not restricted to only use those values.

Customer Contact Requirements

If checked, the following fields will be required within the Contact interface only when a new project is being created.

Require customer home phone - Customer home phone will be required during new project creation.

Require customer work phone - Customer work phone will be required during new project creation.

Require customer cell phone - Customer cell phone will be required during new project creation.

Require customer email - Customer email will be required during new project creation.

Project Requirements

Require project name - Project name will be required during new project creation.

Automatically assign current user with sales user level to new projects - This means the user creating the project will automatically be assigned as the project rep. If disabled, the project rep will need to be picked.

Require workflow to be assigned - A workflow will be required during new project creation.

Project Defaults

Here you can set defaults for site type, lead source, event and workflow. Note, if you only have one event for your company, it is a good idea to set it here.

Whatever you set here will be the default contract type when creating a contract related to this company.

Import from another Company

Pick a company and click submit to copy the above settings from another company.