Sales
Project Management
Service
Purchasing & Inv.
Time & Expense
Billing
Mobile

Manage Project Leads

Track sales leads and qualify to accounts, contacts and new sales proposals.

Manage Project Leads Overview
Enter a Project Lead
Assign a Lead to a Salesperson
Conduct Lead Follow Up Activities
Qualify Lead to Project Proposal
Disqualify a Project Lead with Reason Code
Assign Lead to Nurture Status

Categories

Manage Project Leads
Project Sales and Estimating
Manage Customers
Contract Administration

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