Create a New Vantagepoint Project in Connect for Outlook

While working with an email, you can add a new project record directly to Vantagepoint. This will associate the project to the email's associated contacts and firms.

When you open the Context Pane, the sender and recipients of the email are displayed if they are Vantagepoint contacts. Based on the selected email, the contact's email address and associated firm (if available) are added to the respective fields on the pane.

Prerequisites: Open and pin the Vantagepoint Context Pane

To create a project record in Vantagepoint:

1. Complete one of the following to create a new project:
   • In the Context Pane, click Create Project. This will open the Vantagepoint application, automatically log in to your account, and display the New Project form in the Projects hub. You must complete the Name and Stage fields on this form. The Number field is also required but may populate depending on your auto-numbering settings. Click Continue to proceed to the New Project form.
   • Use the New Project option on the Contact or Firm card. This creates a new project and automatically associates the primary client if you created it from a firm or contact, and the primary contact if you created it from a contact.
2. Complete the new project form fields with details about the new project.
   See the Projects hub help topics for information on the project fields.

   The contact and firm that are associated with the gmail are added to the respective project fields.

   Note that your Vantagepoint security rights apply to Connect for Gmail.

3. Click Save.