New Project

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New Project

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Sales Information

Sales process, contracts, and client initial requirements

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Project Type & Scope

Define the scope of your project - Pool cage is included by default

All projects include pool cage as the primary focus

Add pergola design and specifications to this project

Add motorized or specialty screen options to this project

Customer Information

Contract & Payment

Contract execution and payment processing

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Document any specific promises or commitments clearly

Sales Team Information

Sales Documents

Upload signed contracts and agreements

Drag & drop files here, or click to select

Max 5 files, up to 10MB each

Supported: Images, PDF, Word, Excel, Text files

Upload customer identification

Drag & drop files here, or click to select

Max 2 files, up to 5MB each

Supported: Images, PDF, Word, Excel, Text files

Sales Process Checklist

Comprehensive checklist to ensure all sales requirements are met

Sales Checklist Progress: 0 of 17 items completed
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Contract & Payment Checklist

Additional items to verify beyond basic contract information

Sketch Drawing Verification

Required Photographs

Signed Permitting Documents

HOA Documents

Sales Notes

Sales Approval