How do I Connect Businesses from Projects App?

Updated on November 24, 2016 04:52AM by Admin

Xinnect App allows you to enable business connection through Projects App. Business Connections allow you to share a project to the customer, and send invitation to the contact associated with customer.

Steps to Connect with Businesses from Projects App

  1. Log in and access Projects App from your universal navigation menu bar.
  2. Create a new project or select an existing project.
    select existing project 
  3. Click on the "Team" tab present.
    add contacts 
  4. You can view employee team and customer team associated with the project.
  5. Click on "Add Contact" button from customer team.
  6. If you are a standard plan user, you need to upgrade to premium or enterprise plan to avail this feature.(Otherwise, business invitation will not be sent to contacts)
  7. Create a new contact or select existing contact.
    search select contact
  8. You will receive the following warning pop up to share a project to customer or contact
    warning pop up
  9. Click on "Yes" to send connection invitation to customer.
  10. You can view your invitation accepted by customer in Xinnect App as shown in the image below:

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