Once you are ready to progress your Lead, you can convert it into a Project. Doing this allows you to start bidding, scheduling and costing. The Lead ID will be visible in the Project header for reference. Before converting, ensure the following fields are completed and saved on the Lead: Product, Our Contact, Title, Start Date and End Date.
To create a Project from a Lead:
- Open the Lead
- Complete and save the required fields (Product, Our Contact, Title, Start Date, End Date) if not already done
- Click the Create Project button in the top right corner
- If any required fields are missing, a prompt will appear - complete them, save, and click Create Project again
- A new browser tab will open with the new Project
Please Note: Once a Project has been created, the Lead's status will change to Active and it will no longer appear on the Lead Pipeline. You can still access and add Lead information under the Comments tab on the Project.
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