Create a Project from a Lead

Once you are ready to progress your Lead, you can turn it into a Project. Doing this allows you to start bidding or scheduling.

1. Open the Lead
2. Click the Create Project icon in the top right corner
3. This will create a new Project using all the information you have entered into your Lead
4. A new browser tab will open with the new Project

Please Note: You can still access and add Lead information under the Comments tab on the Project.