Industry story
A general contractor, from tender to final account
Follow Zayton Ridge Contracting, a fictional civil contractor, through one job: the tender and the bid decision, the award and the contract, the budget baseline, buying and subcontracting, the site, progress certificates and variations, then retention and closeout. Every figure comes from the same records.
8 stages30 stepsIncludes video
Step 1 of 30: Capture every enquiry as a lead
Stage 1 of 8Lead and tender
Capture every enquiry as a lead
New lead
Only the company is required. The source and estimated value feed your reports.
Read the help articleLead score
Ranks leads from their details, so the most promising are called first.
Read the help article
A tender list from a consultant, a call from a developer, a name from an exhibition: open CRM › Sales › Leads and select New lead. Only the Company is required; add the Source and the Estimated value so you can see later which sources bring work.
Log every call and meeting on the lead's timeline. The Score column ranks leads from their details, so your estimators spend time on the enquiries most likely to become tenders.