Overview

With this update, Copilot can now automatically create projects for new calls as soon as contact details are collected. This helps sales teams quickly capture opportunities without needing to manually set up projects.

How Automatic Project Creation Works

When auto-create is enabled in Copilot:

• If a new call collects contact details (name and phone number), Copilot will automatically create a new project.

• If the call is from an existing client and there’s already an active project, the new call will be linked to that project.

• If all existing projects for the client are cancelled or completed, a new project will be created.

• The link to the project appears in the Project Details section of the call page:

  • Office App users: Opens the project in the Office App

  • Copilot-only customers: Opens the project in the Sales Tab

Example: Project link on a call in Copilot

Sales Tab in Copilot

The Sales Tab in Copilot works the same way as the Sales Tab in the Office App. For a full feature breakdown, see our Sales Tab Module article.

The Sales Tab includes:

• Sales stage

• Project dates

• Salesperson & coordinator

• Stage duration

• Last contact date

• Price & weight

You can sort by any column with sorting arrows — for example, sort by stage duration, last contact, or price.

Example: Sales Tab in Copilot

Settings for Automatic Project Creation

When auto-create is first enabled, Copilot will use default settings for:

• Branch

• Project Type

• Job Type

You can customize these defaults in:
Sales → Lead Exports Settings

From there, select your preferred branch, project type, and job type for automatically created projects.

Example: Settings Options

Still have questions? Email us at help@supermove.com, and our team will be happy to help.