Ideas

The Ideas section lets you note down potential projects, business opportunities, and concepts to develop later.

What you can do

• Create an idea - Capture a potential project with estimated value, priority, and description
• Associate with a client - Link an idea to an existing client
• Set priority - Rank ideas by importance to focus on the most promising ones
• Convert to offer - Turn an approved idea directly into a commercial offer
• Add line items - Break down the idea into individual deliverables with estimates

tip

Converting an idea into an offer carries over the client, description, and line items automatically.