Add a lead manually

Before you begin

• Optionally, review the lead and project classifications in Settings > Feature Settings > Lead /Project.
• Optionally, review the lead stages in Settings > Feature Settings > Lead /Project.
• Optionally, obtain the latest set of lead drawings, preferably in PDF format.
• Optionally, obtain the latest set of lead specifications, preferably in PDF format.

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

1. Go to Leads.
2. In the Lead Stats section, select the three-dot menu icon in the Active Leads row and select Add Manually.
3. Do one of the following:
   • Select New Customer and enter the Company Name.

     It is recommended to also add a First Name, Last Name, Display Name, and Email.

     The default tax code is usually 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 select the Company from the dropdown.
4. Select Next.

Example customer or prospect references based on the 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: Add the lead number, title, currency, and address

1. Enter the Lead # and Lead Title.

   The lead number is not generated automatically and can be up to 25 alphanumeric characters.

2. Select the Currency.
3. 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.
4. Optionally, select Show In Portal to enable bidders to view details through their Teamlink Portal.

   Alternatively, you can select this option in the Lead Home page.

5. Update the Lead Address Information as needed.
6. Click 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 (optional)

1. In the Choose Lead Stage section, do the following:
   1. Select the Stage Level.
   2. Enter the Date when the selected stage started.

      By default, the value is set to 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 is recommended to select an option for all the available classifications specified in Settings > Feature Settings > Lead /Project, but you can also leave them blank.

3. Select Skip to skip this step or Save & Next.

Step 4: Upload drawing files (optional)

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

1. Drag and drop the drawing files on the designated area or select them using the File Explorer.
2. Select Skip to skip this step or Next.

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

Drawing log records are created for each file uploaded in the previous step.

1. Modify the Drawing # and Title as needed.
2. Optionally, select the drawing Discipline for each record.

   The available options are specified in Settings > Feature Settings > Drawings.

3. Click Save & Next.

Step 6: Upload specification files (optional)

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

1. Drag and drop the specification files on the designated area or select them using the File Explorer.
2. Select Skip to skip this step or Next.

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

Specification records are created for each file uploaded in the previous step.

1. Modify the Specification # and Title as needed.
2. Select Save & Next.

Step 8: Add photos or renderings (optional)

Photos or renderings can be in JPEG (preferred), TIFF, or BMP formats.

1. Drag and drop the specification files on the designated area or select them using the File Explorer.

   A photo record is created for each file uploaded.

2. Select Finish.

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.