Adding a Project Submission
How to add a Project Submission
- Make sure that you have purchased the Opportunities Module that includes the Leads Pipeline & the Project Submissions Pipeline
- Click on Opportunities in the top menu and then click on Project Submissions in the sub menu
- Click Add on the far right side of the screen and enter in the following fields:
- Workspace (Which workspace is the best fit for the submission
- Title
- Type (Pitch, TV Pilot, Book Series, etc.)
- Log Line
- Auspices
- From Contact
- Received by
- Received date
- Status
- Priority
- Responded date
- Notes
- Overview
- Click Submit and your project will be added to your Project Submission Grid.