Enter a Project Lead
Project Leads track unqualified sales opportunities in ProjectStream 365. Salespeople can perform and track qualification activities against the lead. They can choose to Qualify or Disqualify that lead. Upon qualification, the lead is converted to Account, Contact, and/or new Proposal records in ProjectStream 365.
Video Walkthrough
Procedure
1. Navigate to PS365
2. Click Projects
3. Click Leads
4. Click New
5. Complete LEAD section
6. Complete PROJECT ADDRESS section
7. Complete COMPANY section
8. Complete CONTACT section
9. Click Save & Close
