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.
About leads
- 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 pie chart on the Lead Home 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.
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Leads can be converted into projects using the Lead to Project Wizard, but only after they’ve been awarded.
Lead structure example
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
Before you begin
- Optionally, add lead and project classifications for filtering, grouping, or sorting records.
- Optionally, add lead stages for analytics.