# Creating a New EOI

## Overview

Use **Add New EOI** to register a client's expression of interest in a project before reserving an actual unit.

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## Enabling EOI on a Project

Before a project can receive EOIs, EOI must be enabled on that specific project.

1. Go to **Edit Project**.
2. Find the **EOI** toggle at the top right.
3. Turn it **On**.

> ⚠️ If the toggle is **Off**, the EOI fields below do not appear and no EOI actions can be performed on that project.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/ynLimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/ynLimage.png)

Once turned on, the following fields appear for configuration:

<table id="bkmrk-setting-description-"><thead><tr><th>Setting</th><th>Description</th></tr></thead><tbody><tr><td>**EOI Form**</td><td>The document template used for the EOI form — set up the same way as any other contract template in the system.</td></tr><tr><td>**EOI Value**</td><td>A default suggested value for the EOI amount.</td></tr><tr><td>**EOI Code**</td><td>An identifying code format for EOIs on this project.</td></tr><tr><td>**EOI Serial Starting From**</td><td>The number new EOI serials will start counting from, for this project.</td></tr><tr><td>**EOI Code Type**</td><td>The code type used for EOI numbering on this project.</td></tr><tr><td>**EOI Code Type Starting From**</td><td>The number the code type serial will start counting from, for this project.</td></tr></tbody></table>

> ⚠️ These settings directly control the **Serial** and **Code Type Serial** values shown in EOI Management, which determine client priority order — see the Overview page.

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## How to Add a New EOI

1. Go to **Client Profile → Add EOI.**
2. Fill in the fields below.
3. Click **Create**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/prDimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/prDimage.png)

### Fields

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**EOI Project**</td><td>✅</td><td>The project this EOI is linked to. Only projects with EOI enabled (see above) appear in this list.</td></tr><tr><td>**EOI Type**</td><td>Optional</td><td>Classification of the EOI, if used.</td></tr><tr><td>**EOI Unit Type**</td><td>Optional</td><td>The type of unit the client is interested in (e.g., Villa, Apartment, Twin).</td></tr><tr><td>**EOI Amount**</td><td>✅</td><td>The amount registered for this EOI.</td></tr><tr><td>**Salesman**</td><td>✅</td><td>The salesman responsible for this client.</td></tr><tr><td>**Broker**</td><td>Optional</td><td>The broker associated with this client, if any.</td></tr><tr><td>**Note**</td><td>Optional</td><td>Any additional notes.</td></tr></tbody></table>

> 💡 Example: Project "NPV", Unit Type "Villa", EOI Amount "10000", Salesman "Sales Agent", Broker "Ally Invest".

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/dVjimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/dVjimage.png)

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## After Creation

Once created, the EOI status is **Pending** and it appears in **EOI Management**, ready for the next step — **Collect**.