Sage Construction Management Ideas Portal
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.
The same prequalification workflow would be desirable for new customers added to leads as well!
Would you consider sharing the 'prequal form' so we can see what information you are trying to gather and qualify?