Add a lead manually

Step 1: Open the Add Lead Wizard and specify the prospect or client

Go to Leads.
In the Lead Stats section, select the three-dot menu icon () in the Active Leads row and select Add Manually.
Do one of the following as needed:
- Select New Customer and do the following:
  1. Enter the Company Name, First Name, and Last Name.
  2. Optionally, update the Display Name.
    This field is required and is automatically populated with the combined first and last name.
  3. Complete the remaining fields as needed.
    It's recommended to add an Email.
    The default tax code is typically left blank for US clients. The default payment terms can be updated in the company profile form if not specified in the wizard. These terms are relevant only when creating prime invoices.
- Select Existing Customer and do the following:
  1. Select the Company from the dropdown.
  2. Optionally, select New Contact to add a contact, or select Existing Contact and select one from the dropdown.
Select Next.

Sage Construction Management user profile	Company reference	Contact reference	Comments
Homebuilder	Thompson, John and Jane	John Thompson	The home owner or bank providing the construction funding is typically the client reference.
Commercial GC	Silicon Technology	John Smith	Client or prospect is typically a firm or government agency.
Sub	Tower General Contracting	John Tower	Client or prospect is typically a GC or homebuilder but it could be an individual in some unique cases.

Step 2: Add the lead number, title, currency, and address

Enter the Lead # and Lead Title.
The lead number is not generated automatically and can be up to 25 alphanumeric characters.
Select the Currency.
Optionally, enter the following information:
- Bid Due Date and Time.
  This information will be available on invitation to bids (ITB) and RFP packages.
- Sales Contact, Bid Contact, and Project Manager.
- Est. Start Date and Est. Finish Date.
Optionally, select Show In Portal to enable bidders to view details for ITBs through the TeamLink Portal.
Alternatively, you can select this option in the Lead Home page.
Update the Lead Address Information as needed.
Select Save & Next to update lead stages and add drawings, specifications, or photos, as needed.
Alternatively, select Save & Finish to close the wizard.

Step 3: Add the lead stage and categorize the lead

If you do not prefer to add the lead stage and categorize the lead in this step, select Skip.
To add the lead stage and categorize the lead, do the following:
1. In the Choose Lead Stage section, do the following:
  1. Select the Stage Level.
  2. Enter the Date when the selected stage started.
    The default value is today's date.
  3. Enter the Est. Close Date.
    Typically, this is the same as the Bid Date.
  4. Enter the estimated job Amount.
    If this value is unknown at this stage, you can enter zero (0) for the amount or leave the field blank.
  Alternatively, you can specify the stages in the Lead Home page.
2. In the Choose Classifications section, select an option for each classification.
  It's recommended to select an option for all the available classifications specified in Settings () > Feature Settings > Leads & Projects, but you can also leave them blank.
3. Select Save & Next.

Step 4: Upload drawing files

Drawing files can be in PDF, TIFF, DWG, DXF, or other formats. However, it's recommended to upload drawing files in PDF format because you can use a variety of software programs to view them.

If you do not prefer to upload drawing files in this step, select Skip.
To upload drawing files, do the following:
1. Drag and drop the drawing files into the designated area, or select them using the File Explorer.
2. Select Next.

Step 5: Review and edit the drawing log records for the uploaded drawing files

A drawing log record is created for each file uploaded in the previous step.

Modify the Drawing # or Title as needed.
Optionally, select the drawing Discipline for each record.
The available options are specified in Settings () > Feature Settings > Drawings.
Optionally, for PDF files, select Burst to create a separate drawing log record for each page.
Select Save & Next.

Step 6: Upload specification files

Specification files can be in PDF, DOC, DOCX, or other formats. Similar to drawings, it's recommended to upload specification files in PDF format because you can use a variety of software programs to view them.

If you do not prefer to upload specification files in this step, select Skip.
To upload specification files, do the following:
1. Drag and drop the specification files into the designated area, or select them using the File Explorer.
2. Select Next.

Step 7: Review and edit specification records for the uploaded specification files

A specification record is created for each file uploaded in the previous step.

Optionally, modify the Specification # or Title as needed.
Select Save & Next.

Step 8: Add photos or renderings

Photos or renderings must be in JPEG (preferred), TIFF, or BMP format.

If you do not prefer to upload photos or renderings in this step, select Skip.
To upload photos or renderings, do the following:
1. Drag and drop the photos or renderings into the designated area, or select them using the File Explorer.
  A photo record is created for each file uploaded.
2. Select Save & Next.

Next steps:

Add the architect, consultant, or other third parties to the lead directory.
Share drawings and specs with vendors using the invitation to bid (ITB) feature.