2. Add an Enquiry or an Invester/Lead or a Project

1. Go to the menu and click “Add New” for the type of pipeline you wish to add (inquiry or investor/lead or project).
2. Choose company OR Add a new company via “Add new company”. Once the company is chosen, you will see any other pipelines related to the same company listed on the right.
3. Choose the relevant pipeline stage + add any stage details related to the company pipeline.
4. Complete all required fields and any optional fields. 
   Pipeline types can have very different and specific form fields.
5. Attach or Add any company contacts related to the pipeline.
6. Attach or Add any non-company contacts related to the pipeline.
7. Add a follow up Task if you wish to be reminded at a later date.
8. Choose a record owner
9. Press “Save”