Introducing the Leads Screen! 🚀

We’re excited to unveil the Leads Screen - your new central hub for managing project invitations and discovering quoting opportunities. Designed for simplicity and efficiency, the Leads Screen helps you stay on top of potential projects and keep your workflow organised.

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What does the Leads Screen offer?

Active Leads:
View open projects with upcoming quote deadlines
Archived Leads:
Access past project enquiries (up to 5 days after the quote due date)
Search and Filters:
Quickly find projects by builder, package, team member, or response type
Sort by Priority:
Organise your leads by quote due date or when they were added to E1

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Why it’s a game changer:

Streamlined Project View:
Enquiries are grouped by project, so you can manage all builder invitations and documents in one view
Never miss a due date
: Due date indicators help you prioritise your quote activity
Stay Current:
Document status indicators show if project files are up-to-date or need your attention
Respond with Ease:
Update your quote response directly from the Leads screen to keep builders informed and maintain your responsiveness rating

The Leads screen makes it easier than ever to manage opportunities, focus on the right projects, and stay responsive. Log in to explore your new hub today! You can check out our guide article here.