Creating Projects
Projects represent events or jobs you're working on. Each project is linked to a contact and can be assigned to a pipeline stage.
Navigate to Projects and click + New Project. Fill in the title, link it to a contact by entering their Contact ID, and optionally set the event date and due date.
Pipelines & Kanban Board
The Pipelines page gives you a kanban-style view of your projects. Each column represents a stage (e.g., New Inquiry, Consultation, Booked, Complete). Drag and drop projects between stages to update their status.
To customize stages, click + New Pipeline to create a pipeline, then add stages with custom names and colors.
TipPipeline stage colors match your chosen color palette automatically.