Lead directory overview
The lead directory is a list of companies and contacts that are associated with a job opportunity.
About the lead directory
- Leads and projects each maintain their own directories. When a lead is awarded and is converted to a project using the Lead to Project wizard, the lead’s directory can be copied to the project.
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Subcontractors and suppliers referenced on the invitation to bid (ITB) list or in a request for pricing (RFP) package do not need to be added to the lead directory.
Common companies included in the lead directory
- Prospect
- Architect
Before you begin
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Ensure that all companies involved in the job are included in the Contact Management module.
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Each company must have at least one contact with an email address.