Lead To Project Wizard

If a lead has been awarded, use the Lead to Project Wizard to transfer the lead and related records, such as drawings, specs, estimates, and correspondence, to the active projects listing.

1. Go to Projects.
2. Select the three-dot menu icon in the Active Projects row and select Add Project from Lead.
3. In the Lead to Project Wizard form, select the lead from the dropdown.
4. Enter the Project #, Title, and Description.

   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. 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.
6. Select Next.
7. Select the following type of records to transfer to the project as needed:
   • Classifications
   • Photographs
   • Directory
   • Drawings
   • Specifications
   • Estimates
   • Correspondence
   • Checklist
   • Uploaded Files
8. Optionally, update the lead inform as follows:
   • Archive Lead: Make the lead inactive.
   • Update Lead Stage: Select to updated the lead stage.
   • Stage Level: Set to Awarded.
   • Date: Current date.
   • Est. Close Date: Date of award.
   • Amount: Typically set to the estimate proposal amount.
   • Create Prime Contract: Select if you want to continue and create the prime contract.
9. If the Create Prime Contract option is selected, select Next; otherwise, select Finish.