Add Lead (aka Job Opporunity)

Prerequisties To Creating a Lead

  • Optional: Review Lead and Project Classifications in Settings / Lists / Leads and Projects
  • Optional: Review Lead Stages in Settings / Lists / Leads and Projects
  • Optional: Obtain the latest set of Lead Drawings, preferably in PDF format.
  • Optional: Obtain the latest set of Lead Specifications, preferably in PDF format.

Add Lead Wizard

Step 1 - Initiate Add Lead Wizard and Specify Prospect or Client

  1. Click the Lead icon on the left menu.
  2. On the Lead Info screen, go to the Stats section.
  3. Click the Action button next to Active Leads.
  4. Select Add Manually in the drop-down.
  5. Select either New Customer or Existing Customer.
  6. If new customer is selected, enter the company name at minimum. First Name, Last Name and Email are also recommended. If it is an existing client, select the company and contact from the drop-down list.
  7. Optional: Default Tax Code is usually left blank for US clients.
  8. Optional: Default Payment Terms can be updated in the company profile form if not specified in the wizard. These terms only come into play when creating prime invoices.
  9. Click Next

Example Customer or Prospect References Based On User Profile:

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 - Lead #, Title, Currency and Address

  1. Enter the Lead # and Title. Lead # is not auto generated and can be up to 25 characters alphanumeric.
  2. Select the Lead Currency.
  3. Optional Fields:
    • Bid Due Date and Time (This will be communicated on Invitation To Bids and RFP Packages.)
    • Key Contacts: Sales Contact, Bid Contact, and Project Manager. The latter can be updated upon award.
    • Estimated Start and Finish Dates
  4. Enter the Lead Address or select the Customers Address.
  5. Click Save and Next or Save and Finish button at the bottom.

Step 3 - Update Lead Stage and Categorize Lead (Optional)

Lead Stage:

  1. Select the Lead Stages.
  2. Enter the Date when the Stage started. Typically, today's date would be entered.
  3. Enter the Estimated Close Date. Typically, this is the same as the Bid Date.
  4. Enter the Estimated Job Value. If this is unknown at this stage, enter zero (0) for the amount.

Lead Classification:

  1. Classification Types that have been setup in Settings / Lists / Leads and Projects are shown down the left hand side. It is recommended to select an option for each classification shown however you can leave them blank.
  2. Click Skip or Save and Next

Step 4 - Add / Upload Drawing Files (Optional)

Uploading drawing files in PDF format is recommended since they can be viewed in a variety of software programs.

  1. Drawing files in PDF (preferred), TIFF, DWG, DXF, or other formats can be dragged on to the box area or selected using File Explorer.
  2. Click Skip or Next

Step 5 - Review / Edit Drawing Log Records for Uploaded Files from Step 4 (Optional)

  1. Drawing log records will be created for each file uploaded in Step 4. Drawing # and/or Title can be modified directly in the grid prior to clicking Save and Next.
  2. Optional: Select Drawing Discipline for each record. Options shown in the drop-down can be modified in Settings | Feature Settings | Drawings.
  3. Click Save and Next

Step 6 - Add / Upload Specification Files (Optional)

Similar to drawings, specification files should be uploaded in PDF format since they can be viewed in a variety of software programs.

  1. Specification files in PDF (preferred), DOC, DOCX, or other formats can be dragged on to the box area or selected using File Explorer.
  2. Click Skip or Next

Step 7 - Review / Edit Specification Records for Uploaded Files from Step 6 (Optional)

  1. Specification records will be created for each file uploaded in Step 6. Specification # and/or Title can be modified directly in the grid prior to clicking Save and Next.
  2. Click Save and Next

Step 8 - Add Photos or Renderings (Optional)

  1. Photos or renderings in JPEG (preferred), TIFF, or BMP formats can be dragged on to the box area or selected using File Explorer. Either way a photo record will be created for each file uploaded.
  2. Click Finish

Action Items After Running Add Wizard