Create Projects

Create Projects

  • Regions and Branches can also be assigned to a Project.
  • Projects can be assigned to a Subscription Product.

Step1. Create a Project.

  • Navigate to Settings-Contacts-Projects

  • Create the Project.

  • Provide details for your Project

- You can assign Branches and Regions to this Project.

- You can also tick "Branch Commission" to indicate if the Branch needs a commission.

  • Click on Save to finish.

Step2. Assign a Project to a Subscription Product

  • View an Account

  • After you added a Subscription, you need to add a Product

  • Provide the relevant details for your product and assign the Project name.

  • After you completed the Product information, click on Add Product.
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