Leads overview

The Leads feature is a business development tool that estimating or sales staff can use to track design or construction opportunities. A lead is a job opportunity representing a structure to be built.

Unlike projects, where everything can be tracked, only the following features are available for leads:

  • Lead library: Drawings and specifications.
  • Lead team: Employee access and lead directory.
  • Preconstruction: Invitation to bid (ITB) and estimates.
  • Correspondence: Journals, RFIs, submittals, and transmittals.
  • Documentation: Photos.
  • QC and safety: Checklists and site hazard assessments.
  • The lead number can contain up to 25 alphanumeric characters. If the number changes, all related documentation will automatically reflect the updated value.
  • Lead bid due dates appear in the bid calendar.
  • The Last Stage Analysis - Trailing 90 Days section on the Lead Info. page includes only leads with either an owner bid due date or a lead stage estimated close date that falls within the past 90 days.
  • The estimated lead start and finish dates appear in the Active Lead Gantt chart.

  • Leads can be converted into projects using the Lead to Project Wizard, but only after they’ve been awarded.

  • Contact Management:

    • Prospect company: Jackson, Gene and Mary

    • Prospect contacts: Gene Jackson, Mary Jackson

  • Leads:

    • Lead number: 2018-Jackson

    • Lead title: Jackson Residence, New Home, 2 Story, 3000 SF, Stucco Facade

  • Estimates:

    • Estimate 001: Base Bid

    • Estimate 002: Base Bid With Revisions

  1. Optionally, add lead and project classifications for filtering, grouping, or sorting records.
  2. Optionally, add lead stages for analytics.

Lead functions

On this page

Posted May 13, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.