Lead Stages
The following are 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
- Log in to Sage Construction Management as an Admin.
- Click Settings (Gear Icon).
- Click Feature Settings | Leads and Projects.
- Navigate to the Lead Stages section.
- To add a Stage option, click the Add button above the grid.
- Navigate to the grid footer and enter the Stage Index Order and Description. If it is a final stage (ex. Awarded or Lost) be sure to check the Final Stage field.
- Click the Save button below the grid.
Note: A Lead Stage can not be deleted if it is referenced in a Lead.