App Usage
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      Create New Leads in the ConstructionOnline™ Mobile App

      Capture and manage new sales leads from anywhere with CO Mobile

      BACKGROUND 

      Leads are often identified while you're away from the office—on a jobsite, in a meeting, or after a phone call that can't wait until later. The mobile app allows you to create new Leads in real time so important contact details, sales information, and follow-ups aren't lost or delayed. 

      By creating Leads directly from the ConstructionOnline app, your team can capture potential work as it comes in, maintain accurate sales records, and ensure all communication, notes, and related opportunities are centralized in one place. This helps streamline your sales process and keeps everyone aligned from first contact through conversation. 

      HOW TO CREATE LEADS IN CONSTRUCTIONONLINE MOBILE

      1. Open the ConstructionOnline Mobile App on your device.
      2. Click Leads under the Company section in your Tools dashboard. 

        ConstructionOnline's Leads icon
        1. This will open a list of your company's Leads.
      3. Press the orange (+) button in the bottom right corner of your screen.   CO Mobile's Upload button
      4. This will open the "New Lead" window where you can enter information about the Lead, including - 
        1. General 
          1. First Name: The Lead's first name. This field is required.
          2. M.I.: Their middle initial. 
          3. Last Name: Their last name. This field is required.
          4. Display Name: Their name as it should appear in your Company Contact List. This field is required.
            1. ConstructionOnline, by default, will populate the First & Last Name entered. However, this can be changed if you would like to use a different preferred name for the Lead. 
          5. Email Address: Their email address. This field is required.

            🗒️ Note: Every user must have a unique email address. If you try to use an email that is already associated with an existing Contact in the system, you'll get a message from the system alerting you that the email address is already in use. 
          6. Company:  If the Lead is associated with a Company, enter it here. 
          7. Phone: The Lead's phone number. 
          8. Mobile Phone: The Lead's mobile phone number. 
          9. Fax: Their fax number. 
          10. Website: If the Lead has a personal website or company website, enter it here. 
          11. Street Address 1: The Lead's street address. 
          12. City: The city. 
          13. State/Province: The state/province. 
          14. ZIP/Postal Code: The zip/postal code associated with the Lead's address. 
          15. Country: The country. 
        2. Lead Details
          1. Lead Status: Indicate the current status of the Lead. 
            1. By default, ConstructionOnline populates every new Lead with the Lead Status of "Open."
          2. Lead Stage: Specify the current phase you and the Lead are in within the sales process. 
          3. Lead Source:  Identify the origin of the Lead. 
          4. Types: Classify the type of Lead. 
          5. Sales Representative: Assign a sales representative responsible for managing the relationship with the Lead. 
          6. Lead Value: Enter the estimated monetary value of completing the work associated with the Lead. 
          7. Lead Quality: Assess the overall quality or potential of the Lead for internal records.  
          8. Probability: State the estimated probability of converting the Lead into an opportunity. 
          9. Opened Date: The date the Lead was opened. 
            1. ConstructionOnline automatically populates the date of Lead creation. However, this date can be modified, which might be useful when entering a Lead that you are not yet working on moving through the Lead Pipeline.
          10. Closed Date: Record the date when the Lead was either won or lost.
            1. When a Lead's Status is changed to closed, ConstructionOnline will automatically set the Closed Date to the current date. This date can be modified. 
          11. Details/Notes: Provide any relevant details or notes regarding the Lead. 
        3. Lead Events: Document interactions with the Lead, including changes to their Contact, sales calls, callbacks, meetings, and follow-ups.
          1. Tracking all communication and progress with each Lead helps ensure successful conversion of Leads into clients.  
          2. These events are stored independently in Lead Tracking, but are also visible on the Company Calendar.
          3. ConstructionOnline will automatically populate Lead Events when changes are made to the Lead, such as "Lead Created" and "Lead Opened."
        4. Opportunities: The Project Opportunities related to the Lead.
          1. A Lead can be associated with an unlimited number of Opportunities. That is why you might keep a Lead in the system, even if their Status changes, in case they want future projects completed.  
        5. Files & Photos: Add any Files and Photos associated with the Lead. 
      5. Press the orange "Save" button to create the new Lead. 

      ADDITIONAL INFORMATION

      • 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:  Company Users must have "Can Create, Edit, & Delete" Lead Tracking permissions to create a new Lead. 

      HAVE MORE QUESTIONS? 

      • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.