Sage Construction Management Ideas Portal
A running NOTES section visible from Project or Lead home pages. Used to add running (dated) project notes and running notes for Leads where estimators can update. Example: to add the reasons why a lead was not awarded.
From a lead perspective, it would be helpful for the estimating team to be able to put notes on the lead for important conversations they may have had, special requirements, etc. It would be a place to document and record all client interactions and have it in one place, visible to the project team, like a true CRM module would.