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Lead Tracking
Getting Started
For Company Users
For Clients & Subcontractors
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
Contacts
ClientLink™ and TeamLink™ Contacts
Lead Tracking
Lead Tracking
Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
Invoicing
Accounting Integration
Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
Calendars
GamePlan™
Daily Logging
Time Tracking
Punch Lists
Checklists
To Dos
Communication
Envoy™ Chat
Messages
Inbound Emails
Announcements
Call Logs
RFIs
Submittals
Transmittals
Redline™ Takeoff
Redline™ Planroom
Company Reporting
Employee ScoreCard™
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
CO™ Drive
Using the ClientLink™ Portal
Using the TeamLink™ Portal
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
Back to home
ConstructionOnline Knowledge Base
Lead Tracking
Getting Started
For Company Users
For Clients & Subcontractors
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
Contacts
ClientLink™ and TeamLink™ Contacts
Lead Tracking
Lead Tracking
Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
Invoicing
Accounting Integration
Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
Calendars
GamePlan™
Daily Logging
Time Tracking
Punch Lists
Checklists
To Dos
Communication
Envoy™ Chat
Messages
Inbound Emails
Announcements
Call Logs
RFIs
Submittals
Transmittals
Redline™ Takeoff
Redline™ Planroom
Company Reporting
Employee ScoreCard™
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
CO™ Drive
Using the ClientLink™ Portal
Using the TeamLink™ Portal
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
Lead Tracking
Lead Tracking
Add a new Lead
Import Leads from Excel
Enable Lead Capturing on your Company Website
Lead Tracking Feature Guide
Sort Leads
Filter Leads
Edit a Lead
Edit Lead Status
Edit Lead Types
Edit Lead Stages
Edit Lead Sources
Delete a Lead
Export Leads to Excel
Create a Lead Call Log
Edit a Lead Call Log
Attach Files to a Lead Call Log
Delete a Lead Call Log
Create a Lead Event
Edit a Lead Event
Delete a Lead Event
Filter Lead Calendar by Sales Rep
View Lead Calendar by Day
View Lead Calendar by Week
View Lead Calendar by Month
Show/Hide Completed Lead Events
Create Lead Tracking Reports
See more