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

This demo covers managing project leads in a CRM system, including creation, assignment, follow-up, qualification, disqualification, and nurture status assignment. To create a new project lead, navigate to Projects then Leads and click New. Enter lead information including name, qualify-to setting, project class, site, start date, and bid date. Add company information such as existing account, delivery address, and address details. Enter contact information including name, title, mobile phone, and email, then save. To assign a lead to a salesperson, open an existing lead from Projects then Leads, click Assign, and choose to assign to yourself, a specific user, or a team. Select the user or team and confirm the assignment, then save. To log follow-up activities on a lead, open an existing lead and click the plus button to add a timeline activity. Available activity types include appointment, email, phone call, task, booking alert, customer voice alert, invite redemption, outbound message, portal comment, session, voicemail, and note. Enter the activity details and save. Leads can be qualified to three different record types. To qualify a lead to a project proposal, open a lead with the Qualify To field set to Proposal, click Qualify, confirm with Yes, and click Submit. The lead is assigned a quote number. To qualify a lead to an opportunity, open a lead with the Qualify To field set to Opportunity, click Qualify, confirm, and submit. An opportunity record is created. To qualify a lead to an agreement, open a lead with the Qualify To field set to Agreement, click Qualify, confirm, and submit. Fill in required agreement fields including agreement class, start date, and price list, then save. To disqualify a lead, open an existing lead, click Deactivate, select Disqualified as the status, and confirm. The record is marked as inactive with a disqualified status. To assign a lead to nurture status, open an existing lead, click the Status dropdown, select Nurture, and save.

📋Procedure

1. Navigate to Projects > Leads

Step 2

2. Click on +New to enter a Lead

Step 3

3. Enter the Lead Information:

Step 4

Field	Definition
Lead Name	Descriptive name used to identify the project opportunity.
Qualify To	Determines the record type that will be created when the lead is qualified, such as Opportunity, Proposal, Agreement, Account, or Contact.
Project Class	Categorizes the type of project being pursued for reporting, workflow, forecasting, and operational purposes.
Site	Specifies the operating company, division, location, or business unit responsible for the lead.
Start Date	Expected date the project may begin.
Bid Date	Date that Bid is due
Description	Summary of the project opportunity, scope, and requirements.

4. Enter the Company Info for the Lead:

Step 5

Field	Definition
Company Name	Name of the prospect organization associated with the project lead.
Company Type	Classification of the company such as Customer, Prospect, Architect, GC, Vendor, or Owner.
Account Number	Unique identifier assigned to the company record.
Website	Company's website address.
Main Phone	Primary business telephone number.
Industry	Industry or business sector of the prospect organization.
Annual Revenue	Estimated or reported annual revenue of the prospect company.
Notes	Additional company information relevant to the opportunity.

5. Enter Lead Contact Info:

Step 6

Field	Definition
First Name	Contact's first name.
Last Name	Contact's last name.
Job Title	Position or role within the organization.
Email Address	Primary email address for the contact.
Business Phone	Main office phone number.
Mobile Phone	Mobile phone number used for direct communication.
Preferred Contact Method	Preferred communication channel such as Phone or Email.
Contact Role	Role of the contact in the project or buying process.
Notes	Additional details regarding the contact.

6. Click Save

Step 7

✅ 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.

🧭 What Happens Next?

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