New Lead/Project

This is where a User creates a Contractors Cloud Lead/Project. Even though we call it a Project, it is the entity where work is done in order to bring it from a Lead status all the way through to completion.

To create a Project, click the Search Command Palette, then Create project.

1. Company

Pick the Company the Project belongs to. Only the Companies the User belongs to will be available.

2. Customer Account

Enter the Customer Account the Project will belong to. A Customer Account is not a person, but an account that owns projects.

See Customer Account Overview.

3. Project Contacts

These are the Customer Account Contacts that will be involved with this Project.

If an existing Customer Account is picked, the existing Customer Account Contacts will be listed here.

See Contact Overview.

4. Site Information

This is the physical location for the Project.

Site address (required)

This is the physical site address where the work will take place. When entered, the latitude and longitude will populate. These coordinates are used for mapping and for pinpointing aerial measurements.

Site type (required)

Pick the site type that best describes the site. These are not customizable at this time.

Enter optional site details (optional)

Optional data that describes the site (i.e. "Third driveway on the right").

5. Project Management

This is where a Project Name, Event, and Workflow are entered.

Project name (may be required depending on settings)

This is friendly readable name for the Project (i.e. House, Cabin, Block 1 Townhomes).

Event (required, may be defaulted)

Pick the best Event. See Events.

Workflow (may be required depending on settings and may be defaulted)

Pick the workflow that will guide the Project. See Workflows.

6. Sales & Marketing

This is there a Primary Rep, Lead Source, and additional sales data is entered.

Primary rep (may be required depending on settings)

This is the User that is responsible for the success of the Project. This is typically a Sales Representative or Project Manager.

Lead Source (required)

Pick the best option that describes how this Lead/Project was generated (i.e. Self Generated, Flyer, Canvassing, etc). See Lead Source Overview.

Referral (optional)

Pick, or create, the Contact that referred the lead/project if applicable.

Referral date (optional)

The date the lead/project was referred to you by the Referral contact.

Estimate project value (optional)

The total dollar amount that estimates the size of the Project.

Estimate close date (optional)

The date the lead/project sale is expected to close (i.e. when do you expect the contract to be signed?)

Close probability slider (optional)

What is the percentage chance of this lead/project becoming a signed deal.

7. Enter Custom Data

This is where Custom Project Field data is entered, if applicable.

Custom Project Fields are created in Company Settings, Custom Project Fields (permission required).

Post Creation Options

When a Project is created, here are the options available.