Three Steps To Start Making Money

• Sales Opportunities
  • Step 1: Use CPM to create and track sales opportunities as a new lead comes into your business. An opportunity must be created first before creating an estimate. Select the "Add Opportunity" button on the top right.
  • Click here for a simple step-by-step walk through for creating an opportunity.

• Estimates
  • Step 2: Create an estimate from the estimates tab within a specific opportunity.
    • Click here for a simple step-by-step walk through of creating an estimate.

• Create Projects
  • Step 3: Once an estimate has been accepted by your client, you will turn your estimate into a project. Select the create project button on the bottom of the specific estimate.
  • Click here for a simple step-by-step walkthrough to creating a project.