Creating new projects and customers

1. Create new projects, customers, contacts with the central "+"

The central "+", which you will find at the top left of every page next to the main menu, is divided into two parts. If you click on the blue "+", the context-dependent action on the opened page opens directly.

For example, if you are on the project overview, a mouse click opens the window for creating a project directly.

If you click on the down arrow, several options open up. Projects, customers, contacts, tasks and activities (appointments, calls, notes and other activities) can always be created here, regardless of which page you are on.

The context-dependent action is marked with a blue “+”. In the project overview, this is the creation of a project.

1.1 Create new projects

New: If you create projects with the central “+”, you can create projects and customers in one step or create projects for existing customers. In our example we show a SELLSATION version where you can create both corporate and private customers.

The administrator can specify whether there are corporate and/or private customers in your system or change the order of selection when creating projects. You can find more information on this in the article: How to map your data in SELLSATION - creating information fields for customers, projects and contact persons.

At the top right (see marking in the image below) you now have the choice of whether you want to create a project for a new corporate customer or a new private customer, provided that both corporate and private customers are configured in your system. You can also create a project for an existing customer. The selection is saved by user.

A duplicate check is also carried out when entering new customers.

If there are several customer relationships or there is user-defined customer or project information on the first page of the detailed view, you also have the selection “Show more”, then these fields are also displayed in the first tab of the entry screen. This selection is saved by user.

If you click on “Show more” in our example above, other customer relationships will also be displayed - if you have configured any.

The project, customer and account person creation screen can have several tabs (see marking). Tabs that contain mandatory fields are marked with a red star. Administrators can define fields and mandatory fields. You can find more information on this in the article: How to map your data in SELLSATION - creating information fields for customers, projects and contact persons.

All fields can be selected in the creation screen, or you can also do this in the detailed view. However, mandatory fields must be filled in when creating the project.

If you click on the save button when creating the project, the project is created in the first phase of the visible and selected sales process; you can also change the sales process (see image below, upper marking).

Alternatively, you can also click on the “>>” symbol and move the project directly to the desired phase and also change the sales process or the project consultant (see image below, lower marker).

When you create a project and/or a customer, you can use the “Open detailed view afterwards” function (see marking in the image below) to switch to the detailed view directly after creation. This selection is saved for the user, which means you do not need to make it again each time.

If you want to create projects for existing customers, select the existing customer. However, you can also create new customers for a project using the "+" marked with an arrow. In this case, the customer creation screen opens. 

1.2 Creating new customers

If your company has both corporate and private customers, you can select which type of customer you want to create in the customer creation screen in the highlighted area at the bottom of the screen. This selection is saved by user.

Users with administrator rights can make the settings as to whether corporate and/or private customers can be created.You can find more information on this in the article: Data Structure: How to map your data in SELLSATION.

The project, customer and contact person creation screens can have several tabs (see marking). Tabs that contain mandatory fields are marked with a red star.

You can also select "Show more" in the customer creation screen if there is user-defined customer information on the first page of the detailed view. These fields are then also displayed in the first tab of the entry screen. This selection is saved by user.

After we have clicked on "Show more" in our example, the additional fields appear:

When you create a customer, you can use the "Open detailed view afterwards" function (see marking in the image below) to switch to the detailed view directly after creation. This selection is saved for the user, which means you do not need to make it again each time.