How do I create a project?

1. On Projects, click New Project.
2. Enter a Project name (for example "Furniture — Germany"). The name appears in the list and can be changed later.
3. Optionally add a Description, a short note so teammates recognise the project.
4. Click Create.

Once the project is created, its page opens. Target market, buyer type, company size and how many companies you want are settled there by talking with the copilot rather than in a form.

A separate project per market or product group keeps results tidy.

To delete a project, choose Delete project from its menu. All discovery jobs and leads in the project are permanently deleted; check your CRM lists for the people you saved.