Create New Business Job

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.