Customer / Address / Contact — required to Qualify
You can work this Unqualified lead now. Link Customer, Address, and Contact before advancing to Qualified Lead.
Disqualifier flaggedA disqualifier is flagged — resolve it or mark the project Not a Fit.
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You can’t edit this project. Editors are: the project creator, assigned team (sales, estimators, surveyors, watchers), leaders in the HR org chart above those people, RMS Supervisors, and Pitch Revenue admins. Ask to be added or contact a leader for access.
The Deal.
Photos.
Customer
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Customer
Open the account record, or link a different customer to this project.
Settings
Tools, views, and preferences for the Projects workspace. v1.1
See the Projects dashboard exactly as this person does — their “My Projects”, edit rights, and visibility.
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Roofing Summary
Grade and summary appear on the proposal cover pages after the front page. Saved on this deal for next time.
Select A (excellent) through F (failed).
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Project Labels
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Pursuit · Voice
Voice assistant
Teams · Pursuit Team
Schedule Teams Meeting
Mark Not a Fit
Pursuit stops here — no estimating investment. The relationship stays in the CRM.
Already in the Works?
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