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Sage Construction Management Ideas Portal
Status Needs review
Categories Projects
Created by Guest
Created on Feb 5, 2026

Merge Lead Page and Project page for streamline Lead-Estimate-Project Creation

I think it would be simpler to create the project from the lead page. I should be able to create a lead, then estimate, then project.. but instead i have to create the project separately then reference the lead and/or estimate.

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