Implementation plan – Estimating – 01 – Lead and project

Define the estimating lead and project setup process, including reviewing classifications and lead stages, and creating and managing job opportunity leads. Maintain a lead directory with key contacts, track and analyze leads by stage, and convert awarded leads into active projects.

Step Task description Help topic Training video(s) Application form
1 Review lead and project classifications. View Form
2 Review lead stages. View
Step Task description Help topic Training video(s) Application form
1 Add Lead wizard.

  1. Add a prospect or select an existing company in the Contact Management module.
  2. Add the lead number (25 characters or fewer), title, and address.
  3. Skip uploading drawings (for example, PDF format).
  4. Skip uploading specifications (for example, PDF format).
  5. Skip uploading site photos or renderings (for example, JPEG, TIFF, or BMP).
 View Form
2 Add a prospect, client, or architect to the lead directory.

Do not add subcontractors or suppliers to the lead directory.
 View

A lead can have multiple stages. For example, Reviewing → Plans → Bidding → Bid Submitted → Awarded. The final stage indicates the current status.

Step Task description Help topic Training video(s) Application form
1 Add a lead stage. View
Step Task description Help topic Training video(s) Application form
1 Analyze leads. View
Step Task description Help topic Training video(s) Application form
1 Lead to Project wizard. View Form

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Posted May 13, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.