Sage Construction Management Ideas Portal
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.
We will consider adding an Action in the Leads section to "Create Project from Lead."
If you go to the Project Overview or Project List and select actions, you can select "Add Project from Lead." This will take you to a page with a Lead selector. You can create a new project from a Lead, which will sync all of the data from the Lead into the new Project.