Simplified lead creation process

Creating a new lead in Sage Construction Management is now simpler and more intuitive. The Add Lead Wizard has been replaced with a streamlined Create Lead page that organizes lead setup into three easy-to-navigate tabs.

Details

The new Create Lead page uses a tabbed layout to organize the information required to create a lead:

Details: Enter lead information, lead address, and classifications.

When adding a new customer company or contact, you can create the record directly from the page without navigating away from lead setup.
Contacts: Add internal stakeholders.
Key Dates, Alerts, Schedule Info: Enter bid information and estimated start and finish dates.

To simplify lead setup, the following activities are no longer part of lead creation:

Uploading drawings
Uploading specifications
Uploading photos

These tasks can now be completed only after the lead has been created, allowing you to establish the lead first and add supporting documentation when needed.

Key benefits

Simplified setup: Create leads using a focused, three-tab layout that captures only the essential lead information.
Improved organization: Related information is grouped into dedicated tabs, making it easier to navigate and manage lead details.
Faster lead creation: Removing document uploads from the lead creation process reduces the steps required to establish a lead.
More flexible workflow: Create the lead first and complete document management activities later, when appropriate.

How it works

Go to Leads.
Select Actions > Add Manually.
On the Details tab:
1. Enter the Lead # and Lead Title.
2. Select the Currency.
3. Enter the Phone number.
4. Complete the remaining fields as needed.
To add internal stakeholders, select the Contacts tab, and then complete the fields as needed.
To enter bid information or estimated start and finish dates, select the Key Dates, Alerts, Schedule Info tab, and then complete the fields as needed.
Select Save.