Lead Tracking
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      3. Lead Tracking

      Create a Lead Event

      Document interactions with a ConstructionOnline™ Lead

      BACKGROUND

      Organization is key to winning construction projects. ConstructionOnline's Lead Event feature helps construction companies stay on top of interactions with potential clients by allowing users to schedule and document critical interactions - callbacks, meetings, and more - directly in the system. Lead Events are stored separate from other company events, allowing Sales Reps the ability to focus on what is most important: closing deals and building their company's success. 

      THINGS TO CONSIDER

      • Lead Events are stored independently in the "Lead Tracking" tab but are also visible on the Company Calendar.
      • On top of setting Lead Event Reminders, you can set your Notification Preferences to receive an email and/or text when certain changes are made to a Lead/Lead Event.   
      • Within ConstructionOnline, any field that shows the The gear icon that indicates the Custom Values feature in ConstructionOnline icon is a Custom Value, allowing users to add, edit, or remove categories. These fields can be customized by clicking on the icon. 

      HOW TO ADD A NEW LEAD EVENT

      1. Access the "Sales Management" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
      2. Select "Lead Pipeline" under the "Lead Tracking" section. 
      3. Right-click on the desired Lead. 
      4. Choose the "Add Lead Event" option. 

        ConstructionOnline's Add Lead Event option
      5. This will open the "Lead Event Details" window, where you can enter information regarding the Lead Event, including - 

        Navigate to the Details tab within the Lead Event Details to insert information about the event
        1. Details: General information about the Lead Event. 
          1. Choose a Lead: The Lead associated with the Event. 
            1. ConstructionOnline automatically populates the Lead from which you are creating the Lead Event. This field cannot be modified.
          2. Event Type: The type of interaction that is occurring with the related Lead. 
          3. Date: The date of the Lead Event. 
          4. Start: The event's start time. 
          5. End: The event's end time. 

            Note: If there is no specific start and end time, check the box next to "All-Day Event."

          6. Event Notes: Include any notes associated with the event. 
          7. Resources Assigned to This Event: Assign resource(s) to the Lead Event. 
            1. ConstructionOnline, by default, assigns the creator of the event as an Assigned Resource. 
          8. Event Color: Select the color that will appear for the Lead Event on the Lead and Company Calendars. 

            Note: If you are documenting a Lead Event that has already taken place, check the box next to "Mark as Complete." 
        2. Attachments: Upload or drag and drop any Files and/or Photos pertinent to the Lead Event. 
          1. You can add Files/Photos by clicking on the green (+) Add New Attachment button. 

            The Add New Attachment button in ConstructionOnline
        3. Reminders: Create a Reminder for the Lead Event (Recommended)
          1. You can add a Reminder by clicking on the green (+) Create New Reminder button. 

            The Create New Reminder button in ConstructionOnline
          2. Customize the Reminder by specifying the send date/time, message, and delivery method (email and/or text). 
          3. To also send the Reminder to the related Lead, check the box next to "Send Reminder to Related Lead" box. 
      6. Click the blue "Save" button to create the Lead Event. 

        workflowicon

        View the Lead Tracking Workflow!

        ADDITIONAL INFORMATION

        • Alternative Access Point: Lead Events can also be created from within the "Lead Calendar" category.
        • Subscription Level:  ConstructionOnline's Sales & CRM features are available for companies with current ConstructionOnline subscriptions at Team, Business, and Enterprise levels.
          • Sales Management is also available as a Per-Company Add-On for all other plans. 
        • Permissions: Admin Users and Company Users with their Lead Tracking permissions set to “Can Create, Edit, and Delete” can create Lead Events.
        • CO™ Mobile App: Lead Events can be creating via the app by users with the appropriate permissions.

        HAVE MORE QUESTIONS?

        • Frequently asked questions (FAQ) about Leads & Lead Tracking can be found in the article FAQ: Lead Tracking. 
        • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.