Add a lead manually

1. Go to Leads.

2. Select Actions > Add Manually.

   Alternatively, expand the Lead Insights section, select the actions icon () next to Active Leads, and then select Add Manually.

3. On the Details tab:

   1. Enter the Lead # and Lead Title.

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

   2. Optionally, select the Customer / Prospect dropdown and do one of the following:
      • To assign an existing customer, select the company name from the list.

      • To create a new customer, select Create New Customer, then enter the Company Name, complete any additional fields as needed, and select Save.

   3. Optionally, select the Customer / Prospect Contact dropdown and do one of the following:
      • To assign an existing contact, select the contact name from the list.

      • To create a new contact, select Create New Contact, then enter the contact's First and Last Name, select a Company, complete any additional fields as needed, and select Save.

   4. Select the lead Currency.
   5. Optionally, enter the Lead Description.

   6. In the Lead Address section, enter the Phone number and optionally provide the address and fax number.

   7. In the Choose Classifications section, optionally, select a value for the applicable classification systems.

   If a customer company and contact is selected for the lead, it's automatically added to the lead directory.
   Example of customer or prospect references based on the user profile

   Sage Construction Management user profile	Company reference	Contact reference	Notes
   Homebuilder	Thompson, John and Jane	John Thompson	The home owner or bank providing the construction funding is typically the client reference.
   Commercial general contractor (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.

4. Select the Contacts tab, and then optionally select the Sales, Bid, and PM contacts.

5. Select the Key Dates, Alerts, Schedule Info tab, and then do the following:

   1. In the Bid Info section, optionally enter the bid date, bid time, and bid room information.

   2. In the Estimated Start and Finish Dates section, optionally enter the estimated start and finish dates.

6. Select Save.