Convert an awarded lead to a project

If a lead has been awarded, use the Lead to Project wizard to convert the lead and transfer related records, such as drawings, specifications, estimates, and correspondence, into the active projects list.

1. Go to Projects.
2. Select the three-dot menu icon () next to the Active Projects and select Add Project from Lead.
3. In the Lead to Project wizard form, select the Source Lead from the dropdown.
4. Optionally, update the Project number, Project Title, or both as needed.

   The lead information is used by default, but it can be changed.

   If the AccountingLink is set up with Sage 100 Contractor, project numbers must consist of numbers only and must not begin with a zero.
5. Enter a Project Description.

6. In the Project Contacts section, do the following as needed:

   1. To restrict visibility for the project to companies with contacts only, select Specify Contacts for Project.

      Make sure companies in Sage Construction Management are set up with contacts and each contact has an email address specified.

   2. To limit the options to the contacts included in the project directory when adding contacts to correspondence and documents for this project, select Show Only Specified Contacts on Add/Edit Forms.

   You cannot update this configuration after the project is created.
7. Select Next.
8. Select the information or records to copy to the project as needed:
   • Classifications
   • Directory
   • Photographs
   • Drawings
   • Specifications
   • Estimates
   • Correspondence
   • Checklist
   • Uploaded Files
9. Select Next.
10. Optionally, update the following lead information as needed:

    • Keep the Archive Lead checkbox selected to archive it after the project is created.

    • Keep the Update Lead Stage checkbox selected and select Awarded from the Stage Level dropdown.
    • Set the Date to the current date.
    • Set the Est. Close Date to the date that the lead was awarded.
    • Set the Amount to the estimate proposal amount.

11. If you keep the Create Prime Contract checkbox selected, select Next to continue and create the prime contract.

    Otherwise, select Finish.