Should I enter a new Project or another Proposal?

Projects are viewed in the pipeline as a unique individual selling opportunity. The way your pipeline reports on potential sales will be based on this definition of a project.  To keep the pipeline reporting as accurately as possible you should enter projects and proposals with this in mind.

Examples of when to submit multiple projects

• It is for a school district with multiple schools being quoted
• A municipality is quoting multiple parks
• One location has multiple play areas that you want on separate proposal documents

Examples of when to submit multiple proposals in one project

• The proposals are different options for the same play area
• Revisions to proposals