Lead and project classifications
Lead and project classifications help group and filter leads and projects, especially for cross project reporting. There is no limit on the number of classifications that you can create, and each classification can support unlimited 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 is referenced in a lead or project.