Lead To Project Wizard

If the Lead has been awarded, use the 'Lead to Project Wizard' to transfer the Lead and related records (eg. Drawings, Specs, Estimates, Correspondence) to the active Projects listing.

  1. Click the 'Project' icon on the left menu. If a Project is selected, please click the 'Project Info' breadcrumb link above the 'Project Home' title.
  2. Navigate to the 'Stats' section.
  3. Click the blue 'Action' button next to Active Projects.
  4. Select 'Add Project From Lead' in the drop-down.
  5. Within the Lead to Project Wizard form, select the Lead from the drop-down.
  6. Enter the Project #, Title and Description. The default information will come from the Lead but this informaiton can be changed.
  7. Select the type of records to transfer to the Project.
    • Drawings
    • Specs
    • Lead and Project Classifications
    • Estimates
    • Correspondence
    • Checklist
    • Uploaded Files
  8. Optional: Update the Lead Stage (eg. Awarded)
    • Stage Level: Awarded
    • Date: Current Date
    • Estimate Close Date: Date of Award
    • Amount: Typically set to estimate proposal amount.
    • Archive Lead: Make Lead Inactive
  9. Click the blue 'Add' button at the bottom.

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