Lead stages

The following table includes the recommended stages for lead status and analysis.

Stage Description	Final Stage
Received RFP / Bid Invitation
Reviewing Plans
Preparing Bid/Proposal
Submitted Bid
Not Bidding	Yes
Not Awarded	Yes
Awarded	Yes

View and add lead stages

1. Log in to Sage Construction Management as an Admin.
2. Click Settings (Gear Icon).

1. Log in to Sage Construction Management as an Admin.
2. Go to Settings > Feature Settings > Lead / Project.

   The available lead stages are listed under the Lead Stages section.

3. To add a new lead stage, click Add, enter the lead Stage Description in the available field.
4. Specify if it's a Final Stage by selecting the corresponding option.
5. Select Save.