Implementation Plan - Estimating - 01 - Lead/Project Classifications, Setup Lead (Job Opportunity) and Lead Directory (Key Contacts)

01.1 - Review Lead/Project Classifications and Lead Stages in Settings (gear icon) | Feature Settings | Lead/Project

Step Task Description Help Topic Training Video(s) Application Form
1 Review Lead/Project Classifications View View Form
2 Review Lead Stages View

01.2 - Add Lead (aka Job Opportunity) and Tag Key Contacts (ex. client, prospect, architect) for Lead Directory

Step Task Description Help Topic Training Video(s) Application Form
1 Add Lead Wizard

Add Lead Wizard Steps:

  1. Add Prospect or select existing company in Contact Management module
  2. Add Lead # (25 characters or less), Title and Address
  3. Skip: Upload Drawings (ex. PDF Format)
  4. Skip: Upload Specifications (ex. PDF Format)
  5. Skip: Upload Images of Site Photos or Renderings (ex. JPEG, TIFF, BMP etc.)

 View View Form
2 Add Prospect, Client and/or Architect to Lead Directory

Note: Subcontractors and suppliers should not be added to Lead Directory.
View View

01.3 - Add Lead Stage

A Lead can have multiple Stages (ex. Reviewing → Plans → Bidding → Bid Submitted → Awarded) where the last stage indicates the current status.

Step Task Description Help Topic Training Video(s) Application Form
1 Add Lead Stage View View

01.4 - Analyze Leads Using Stages

Step Task Description Help Topic Training Video(s) Application Form
1 Analyze Leads View View

01.5 - Create Awarded Project When Lead Has Been Awarded

Step Task Description Help Topic Training Video(s) Application Form
1 Lead to Project Wizard View Form

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