Implementation Plan - Estimating - 01 - Lead/Project Classifications, Setup Lead (Job Opportunity) and Lead Directory (Key Contacts)

01.1 - Review Lead/Project Classifications and Lead Stages in Settings (gear icon) | Feature Settings | Lead/Project

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Review Lead/Project Classifications	View		Form
2	Review Lead Stages	View

01.2 - Add Lead (aka Job Opportunity) and Tag Key Contacts (ex. client, prospect, architect) for Lead Directory

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Add Lead Wizard Add Lead Wizard Steps: Add Prospect or select existing company in Contact Management module Add Lead # (25 characters or less), Title and Address Skip: Upload Drawings (ex. PDF Format) Skip: Upload Specifications (ex. PDF Format) Skip: Upload Images of Site Photos or Renderings (ex. JPEG, TIFF, BMP etc.)	View		Form
2	Add Prospect, Client and/or Architect to Lead Directory Note: Subcontractors and suppliers should not be added to Lead Directory.	View

01.3 - Add Lead Stage

A Lead can have multiple Stages (ex. Reviewing → Plans → Bidding → Bid Submitted → Awarded) where the last stage indicates the current status.

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Add Lead Stage	View

01.4 - Analyze Leads Using Stages

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Analyze Leads	View

01.5 - Create Awarded Project When Lead Has Been Awarded

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Lead to Project Wizard	View		Form