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.

01.1 – Review lead and project classifications and lead stages in Settings () > Feature Settings > Lead /Project.

Step	Task description	Help topic	Training videos	Application form
1	Review lead and project classifications.	View	Not available	Form
2	Review lead stages.	View	Not available	Form

01.2 – Add a lead (job opportunity) and tag key contacts for the lead directory

Step	Task description	Help topic	Training videos	Application form
1	Add Lead wizard. Add a lead wizard Add a prospect or select an existing company in the Contact Management module. Add the lead number (25 characters or fewer), title, and address. Skip uploading drawings (for example, PDF format). Skip uploading specifications (for example, PDF format). Skip uploading site photos or renderings (for example, JPEG, TIFF, or BMP).	View	Not available	Form
2	Add a prospect, client, or architect to the lead directory. Do not add subcontractors or suppliers to the lead directory.	View	Not available	Not available

01.3 – Add a lead stage

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 videos	Application form
1	Add a lead stage.	View	Not available	Not available

01.4 – Analyze leads using stages

Step	Task description	Help topic	Training videos	Application form
1	Analyze leads.	View	Not available	Not available

01.5 – Create an awarded project when a lead is awarded

Step	Task description	Help topic	Training videos	Application form
1	Lead to Project wizard.	View	Not available	Form