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Sage Construction Management Ideas Portal
Status Future consideration
Created by Sue Parker
Created on Aug 27, 2024

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal form.

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  • Carl Lyles
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    Oct 4, 2024

    The same prequalification workflow would be desirable for new customers added to leads as well!

  • Admin
    David Holler
    Reply
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    Aug 27, 2024

    Would you consider sharing the 'prequal form' so we can see what information you are trying to gather and qualify?

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