Tracking of Projects in HoneyBook
Introduction
This guide provides a detailed overview of how to create and track incoming projects in HoneyBook. It covers the processes of adding new projects, either manually or through contact forms, and explains how to monitor these projects through various stages. By following this guide, you will be able to effectively manage your client projects within HoneyBook.
Step-by-Step Instructions
Overview of the Guide
This section introduces the main topic of the guide.
Adding Projects
Projects can be added to HoneyBook in two ways: by creating a new project manually or by using a contact form. When a client fills out a contact form, a project is automatically created in the system.
Manual Project Creation
Alternatively, you have the option to create projects manually as needed.
Tracking Projects through Stages
To effectively track the progress of projects, We use a stage system in HoneyBook.
Stages of Project Tracking
The stages include:
- Active projects
- Leads
- Soft
- Warm
- Proposal sent
- Contract signed
- Won projects
- Lost projects
Understanding Lost Projects
Lost projects are those that did not result in a successful outcome. These projects are typically archived after completion.
Archiving Completed Projects
Once a project is completed and deemed lost, it is archived for future reference.
Tracking Clients
Within the project format, the stages of projects are displayed next to the clients' names, allowing for easy tracking.
Final Format of Projects
The final project format includes all relevant information and statuses for easy management.
Conclusion
In summary, this guide has outlined the process of creating and tracking incoming projects in HoneyBook. By understanding how to add projects, monitor their stages, and manage client information, you will enhance your project management skills and improve client interactions within the platform.