Create New Business Job
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    Create New Business Job

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    Article summary

    Create Job for Prospective Client

    The process is similar to that for any other client. The only difference is the New Business planning template is used.

    Step 1 Click on JobBag / Jobs

    Step 2 Click on in the tool bar

    Step 3 Create job as below and click on

    Step 4 Click on the tab

    Step 5 Click on and select the New Business template from the drop down list

    Step 6 The plan has two phases.

    Use the tasks in Phase 1 to create an estimate.

    The time spent meeting client and preparing for the pitch is entered against tasks in the Pitch for New Business phase.



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