Skip to Main Content
Sage Construction Management Ideas Portal
Status Future consideration
Created by Matthew Carlisle
Created on Jul 1, 2025

Convert estimate to project (rather than whole lead)

Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.

  • Attach files
  • Admin
    David Holler
    Aug 7, 2025

    This is already available but not recommended. The reason for that is that the drawings, specs and attachments are based on the Lead (not the estimate) which converts to the Project. The information across many unrelated estimates would be intermingled and difficult to separate and identify when the estimate is moved to a Project.