My ideas: Lead Setup Wizard

We have elected to utilize "Checklists" to assist with internal workflow. We have created a checklist template for leads and estimates which includes the steps of our internal workflow. In creating a Lead, we add the checklist template to the lead...

Often a job is sent out for bid with Multiple GCs. I need to be able to easily and quickly create multiple leads with the only difference being the GC..in this case the customer. There is no option to copy an existing lead, this would be great. Th...

Contractors in the residential market dont necessarily use companies as their client, it would be directly to a person or homeowner in most cases.