Lead and project classifications
Lead and project classifications help group and filter leads and projects, especially for cross-project reporting. Classifications and classification options are unlimited, allowing each classification to support any number of options.
Lead and project classification examples
Lead source:
- Referral
- Dodge reports
- Reed construction data
Structure type:
- Custom home
- Apartment
- School
- Medical facility
- Retail unit
Company division:
- South
- Northwest
- Midwest
- Southwest
Labor type:
- Union
- Non-union
Create a classification
-
Log in to Sage Construction Management as an Administrator.
- Go to Settings (
) > Feature Settings > Lead / Project..
- In the Lead & Project Classifications section, select Add.
- Enter the lead or project classification description in the available field.
- Select Save.
Add classification options
- Select the appropriate lead or project Classification Type.
- Select Add.
- Enter the option description in the available field.
-
To add more options, select Add Another Entry and enter a description.
Repeat as needed to add additional options.
- Select Save.
You cannot delete a classification option if it’s referenced in a lead or project.