Lead stages

The following table includes the recommended stages for lead status and analysis.

Stage Description	Final Stage
Received RFP / Bid Invitation
Reviewing Plans
Preparing Bid/Proposal
Submitted Bid
Not Bidding	Yes
Not Awarded	Yes
Awarded	Yes

View and add lead stages

1. Log in to Sage Construction Management as an Admin.
2. Go to Settings > Feature Settings > Lead / Project.

   The available lead stages are listed under the Lead Stages section.

3. To add a new lead stage, select Add and enter the lead Stage Description in the available field.
4. Specify if it's a Final Stage by selecting the corresponding option.
5. Select Save.