Guide to Creating and Tracking Incoming Projects in HoneyBook
Introduction
This guide aims to provide a clear understanding of how to create and track incoming projects in HoneyBook. It will cover the two methods for adding projects, the tracking process through various stages, and how to manage client interactions effectively.
Step-by-Step Instructions
Understanding Project Creation Methods
Projects can be added to HoneyBook in two ways: by creating a new project manually or through a contact form submission.
Adding Projects via Contact Form
When a client fills out a contact form, a project is automatically created in the system, streamlining the process.
Manual Project Creation
In addition to automatic creation, you have the option to create projects manually, allowing for greater control over project details.
Project Tracking Through Stages
Projects are tracked through various stages such as active projects, leads, soft leads, warm leads, proposal sent, and contract signed. This helps you monitor the progress of each project.
Stages of Project Management
The stages include:
- Active Projects
- Leads
- Soft Leads
- Warm Leads
- Proposal Sent
- Contract Signed
- Won
- Lost (completed and archived)
Identifying Lost Projects
Projects that are marked as lost are those that have been completed and archived, providing a clear view of your project history.
Client Tracking and Project Format
The stages of each project will appear beside the client's name in the project format, allowing for easy tracking and management of client interactions.
Conclusion
By following these instructions, you can effectively create and track incoming projects in HoneyBook. This guide provides all the necessary steps and visual aids to ensure you can navigate the system with confidence and manage your projects efficiently.