Add a New Service Profile

You can create service profiles that can be used as the basis for generating a fee estimate for an opportunity or project.

To create a service profile, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Fee Estimate Service Profiles.
2. On the toolbar, click New and select one of the following:

   Option	Description
   To add a new service profile	Click New Service Profile.
   To add a new service profile based on the service profile that is currently displayed.	Click Copy Current Service Profile.
   To add a new service profile that is similar to an existing service profile	Click Select Service Profile to Copy and then select a service profile from the list).

3. Complete the service profiles information on the tabs of the Fee Estimate Service Profiles form.
4. Click Save.