Sage Construction Management Ideas Portal
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Status Future consideration
Categories Leads (Active or Intactive) Projects (Active and Inactive)
Created by Guest
Created on Jul 23, 2024

RELATED IDEAS

Copy lead functionality

It has been requested to have the ability to copy leads for specific customers. It would be nice to also have the option to copy related records (eg. cost codes, prime contract, POs, subcontracts, etc)

  • Attach files
  • Admin
    Norman Wendl
    Reply
    |     Aug 13, 2024

    Copy Lead Wizard Steps:

    1. Required Selection: New Prospect

    2. Lead Directory

    3. Drawings including files (Source and Target Lead files would be separate.)

    4. Specifications including files

    5. ITB Directory

      1. Copied drawing and spec files would have to be linked to new ITB Directory

    6. Estimates & Estimate RFP Packages

    7. Checklists

    8. Submittals

  • Admin
    Norman Wendl
    Reply
    |     Aug 13, 2024

    Copy Project wizard should be a separate function.