Enter a Project Lead

Project Leads capture early-stage sales opportunities in ProjectStream 365, allowing your team to track potential projects from the first point of contact. By entering a lead, you create a centralized record that can be updated with qualification activities and progressed through the sales lifecycle.

✅ Goal

Capture and track a new sales lead for a potential project opportunity. Project leads provide a centralized location to collect prospect information, track qualification activities, and manage opportunities through the lead management process.

📍 When to Use This

Enter a project lead when a new prospect, inquiry, referral, or potential project opportunity is identified and requires evaluation before entering the sales pipeline.

🚶‍➡️ Step-By-Step Guide

📋 Procedure

Navigate to Projects > Leads.
Select New.
Complete the Lead section.
Complete the Project Address section.
Complete the Company section.
Complete the Contact section.
Review the information for accuracy.
Select Save & Close.

✅ Result

A new lead record is created and available for assignment, follow-up activities, qualification, disqualification, or nurturing.

💡 Tips

Enter leads as soon as they are received to prevent missed opportunities.
Capture complete contact and company information whenever possible.
Use consistent naming conventions to improve searching and reporting.
Verify project location information before saving.

➡ Assign a Lead to a Salesperson
➡ Conduct Lead Follow-Up Activities
➡ Assign Lead to Nurture Status

🧭 What Happens Next?

Assign the lead to a salesperson and begin qualification activities to determine whether the opportunity should advance in the sales process.