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Leads

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Unarchiving Leads and Projects

Is there a way to unarchive a lead (or project) from the "Lead Home" (or "Project Home)"page? Currently leads and projects appear to be only unarchivable by unchecking the box on the "Leads" or "Projects" page. In the past there used to be a check...
Michael Miller 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest 3 months ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Notes section in Leads/Projects with User Tagging Capability

Communication amongst team members is vital when it comes to managing a project/lead. Being able to house that in a centralized location in the lead/project would be really nice. Also, being able to tag one or more team members to the note so they...
Dario Tomic 11 months ago in Journals / Leads (Active or Intactive) / Projects (Active and Inactive) 3 Future consideration

Add the Meetings module to Leads

For larger projects, there are are often many meetings with the client prior to us being awarded the job. It would be extremely helpful if the Meetings tools were also available under Leads the same way the are under Projects.
Audrey Peebles 9 months ago in Leads (Active or Intactive) / Meetings 0 Future consideration

Quotation / Leads 30 day terms

There is no where in the leads matrix to provide a 30 day expiry terms for the validity of lead. currently we have to manually enter the date within the lead from the date of the lead produced to notify our customer that the date of the lead is on...
Guest 6 months ago in Leads (Active or Intactive) 1 Already exists

New Drawing Log Status Field

Status Drop-down Field: Draft, Published, Unpublished Related Sage CM Security Role Enhancements: Attribute to Edit Drawing Status Attribute to View Unpublished Drawings Related Sage CM TeamLink Portal Security Enhancements: External team members ...
Norman Wendl 7 months ago in Drawings, Specifications & ITBs / Leads 1 Future consideration

Rename fields

Some companies do not use sales contacts and would like to repurpose the field as a way to track the superintendent on the job. Another use for this would be to rename a date field to have another use.
Jack Speshock 7 months ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 0 Future consideration