Create Organization
Fill in all the fields I can
But it's not all that important, since I communicate with the primary contact mainly by Basecamp
Add the Primary Contact
Save the contact, then save the org
Then Create a Primary Affiliation between contact & org
Click primary on Affiliation
Log the Prospect call
Create Task to send Invoice, etc.
Create Order
Add Order Product
Choose Price Book
Check the box and Next
Add Quantity, Save
Add Contract Hours to Order
Create Opportunity
No screenshot here, but this now is part of the new client process.
Create Invoice
Standard Invoice
Create a new folder for Invoice, etc.
Add Invoice, updated Contract and W-9 to the folder
Replace old Contract w new name
Upload the Invoice to Order
Add it to the Organization as well.
Email To new client
Org is already in Gmail, needs new folder
Move to new folder
Gmail > Settings > Labels > (in this case, I'm looking in Hot Leads so I can move it to Clients - Current)
Create a Toggl Project
Add a new client
Note Toggl Project = Order Name in SF
