Lead stages
About the 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 or proposal | |
| Submitted bid | |
| Not bidding | Yes |
| Not awarded | Yes |
| Awarded | Yes |
View and add lead stages
- Log in to Sage Construction Management as an Administrator.
- Go to Settings (
) > Feature Settings > Lead / Project..The available lead stages are listed under the Lead Stages section.
-
To add a new lead stage, do the following:
- Select Add.
- Enter the lead's Stage Description in the available field.
- Specify whether it is a Final Stage by selecting the corresponding option.
- Select Save.
You cannot delete a lead stage if it's referenced on a lead record.