Add Companies/Contacts to Lead Directory

1. Click the Lead icon on the left menu.
2. Select the Lead.
3. On the Lead menu, under Lead team, select Lead Directory.
4. Select Actions, and then select one of the options below.
   • Import Companies and Contacts
   • Import Companies and Contacts using Company Types
   • Add New Company and Contact to Sage Construction Management and Directory
5. Optional: Use Company Types and/or Search field to filter the listing. If the company or contact is not listed then this could indicate the following.
   • Company or contact is already tagged for the Lead Directory.
   • Company or contact is marked inactive.
   • Company or contact is not in the system.
6. Click the checkbox next to company/contact to be added.
7. Click the Add button at the bottom of the form. This will remove the company/contact from the available list and add it to the Lead Directory.