Lead To Project Wizard

If the Lead has been awarded, use the Lead to Project Wizard to transfer the Lead and related records (eg. Drawings, Specs, Estimates, Correspondence) to the active Projects listing.

  1. Click the Project icon on the left menu.
  2. On the Project Overview page, go to the Projects section and find the Active Projects row.
  3. Click the Action button.
  4. Select Add Project From Lead in the drop-down.
  5. Within the Lead to Project Wizard form, select the Lead from the drop-down.
  6. Enter the Project #, Title and Description. The default information will come from the Lead but this information can be changed.
  7. Select the type of records to transfer to the Project.
    • Drawings
    • Specs
    • Lead and Project Classifications
    • Estimates
    • Correspondence
    • Checklist
    • Uploaded Files
  8. Optional: Update the Lead Stage (eg. Awarded)
    • Stage Level: Awarded
    • Date: Current Date
    • Estimate Close Date: Date of Award
    • Amount: Typically set to estimate proposal amount.
    • Archive Lead: Make Lead Inactive
  9. Click the Add button at the bottom.