- ConstructionOnline Knowledge Base
- Lead Tracking
- FAQ: Lead Tracking
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Getting Started
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FAQs
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Workflows
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Manage Account
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Manage Company Users
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Projects
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Contacts
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Lead Tracking
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Opportunities
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Estimating
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Items Database & Costbooks
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Client Selections
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Change Orders
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Invoicing
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Accounting Integrations
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Scheduling
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Calendars
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GamePlan™
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Daily Logs
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Time Tracking
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Punch Lists
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Checklists
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To Dos
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Communication
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RFIs
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Submittals
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Transmittals
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Redline™ Takeoff
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Redline™ Planroom
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Company Reporting
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Files & Photos
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CO™ Drive
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Using the ClientLink™ Portal
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Using the TeamLink™ Portal
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CO™ Mobile App
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SuiteLink
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ConstructionOnline API
Can I convert a Contact into a Lead?
Yes, you can convert both ClientLink™ and Basic Contacts to Leads. All other Contact Types, such as Company or TeamLink™, cannot be converted to Leads.
To convert a ClientLink or Basic Contact to a Lead, right-click on the Contact and select the option "Convert to Lead". This will trigger the "Add New Lead" window, which will allow you to add additional details, Lead Events, Opportunities, or attachments to the Lead.