Receive New Lead

RECEIVE THE LEAD & REVIEW DETAILS

• Receive the lead (make sure it’s assigned to you as the salesperson)

• Collect the preliminary project details from lead to prequalify it

• If it checks out, Set up project in Sage. If it pulled from ConstructConnect, ensure all fields synced properly.

• Review all the project details

  • Point of Contact Name (what is their position in their company, who is decision maker)

  • Their Company Name

  • Cell Phone Number (or office)

  • Email

  • Project Location

  • Project Type

  • Project Details

• Get a jump start on filling out the project qualifications checklist (to be verified with client once on the phone)