Module guide

CRM for contractors: from first lead to signed award

Record every lead, follow each bid in value, price and approve offers with their revisions, and hand the won deal over as an award the project team can build on.

2 stages7 stepsIncludes video

Step 1 of 714%

Step 1 of 7: Capture every lead in one list

Stage 1 of 2Leads and the pipeline

Capture every lead in one list

  1. New lead

    Add a lead with just the company name, then complete the contact, source and expected value.

    Read the help article

  2. Score

    Leads are ranked automatically, so the best prospects are called first.

    Read the help article

  3. Status filter

    Filter the list by status to work new leads or review lost ones.

Open CRM › Sales › Leads and select New lead. Only the Company is required, so a call from a consultant or a name from a tender list goes in within seconds. Choose the Source to see later which channels bring work.

The Score column ranks leads from their details, so your estimators call the most promising first. Tick several leads and select Assign to user to hand them to a rep.

Related help articles

Watch this stage

CRM for contractors: from first lead to signed award - Leads and the pipeline