Tips & Updates

This page is a database of tips on how to get the most out of the whole Connect site. You probably started here in all the pages under the "Connect" tab - but there's so much more. This page has lots of ways you can explore and start using all the features Connect has to offer.

Use Connect To Keep Track Of Your Billings

Did you know that Connect will automatically track your asks, your billings and your commissions? And link all this information automatically to your contacts and clients?

Just use the Workshop to make / edit / customize your proposals, and click on the "Contract Details" tab. You can enter the price information of the proposal and, by clicking on a contact name in the Contact list on the left, associate that proposal with that contact.

You can also enter the commission rate you'd receive if you managed to close the contract.

When you go into the Contacts page and click on the same contact, you'll see the details of that latest proposal you made associated with them right there. If you close the contract, just click the "Close Proposal" button on that contact's page, or on the proposal itself back in the Contract Details tab in Workshop.

When a contract is closed, that money will show up in the chart on that contact's page. Neat and simple.