Adding a Project Submission

How to add a Project Submission

  1. Make sure that you have purchased the Opportunities Module that includes the Leads Pipeline & the Project Submissions Pipeline
  2. Click on Opportunities in the top menu and then click on Project Submissions in the sub menu
  3. 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
  4. Click Submit and your project will be added to your Project Submission Grid.

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