You can search for a project (by name or number), venue, or client using the filters on the top left of the Projects tab. You can add additional filters such as Sales Lead or Project State below. 

Pro Tip: If a project isn’t showing up, make sure you have the proper Project State status checked.

If you’d like to sort by sales status, simply click on each colored chevron status along the top of the Projects tab. You can look at one or multiple statuses at a time. Once a contract is signed (including those with an Action Needed phase), they’ll also be available in the Fulfillment View. Click this view to sort projects by Pre-Event, In Progress, or Post-Event. 

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