Managing Invitations with Leads

Introducing the Leads Screen

The Leads screen on E1 is your central hub for managing project invitations and finding opportunities to quote on projects. Here’s a breakdown of what it offers and how to use it effectively.

Leads Overview

The Leads screen consolidates invitations sent by builders for quoting opportunities. These invitations can help you identify and navigate projects of interest across your team. Invitations appear when builders request quotes from you or when you access project documentation on E1.

Navigating the Leads Screen

The Leads screen is designed for simplicity and functionality:

• Active Leads: View all open projects where the quote due date hasn’t passed

• Archived Leads: Access projects that are 5 days or more past the quote due date

• Search and Filters: Use the search bar or filters to locate specific projects by:
  • builder, project, or package

  • quote response and quotes due status

  • team member

• Sort Leads: Use the sort function to prioritise your leads by quote due date or by the date the project was added to E1

Streamlined Project View

The Leads screen groups invitations by project, making it easy to keep an eye on all builder invitations and documents from one place.

In the example below, we can see that the project name is ‘Example School Project’, and we’ve received invitations from two builders: Big Constructions and Another Construction Co.

We can also see:

• Who the invitation was from
  💡

  Note that if you see a team member’s name here, it indicates that they have viewed or downloaded documents and triggered an automatically generated invitation, rather than received a direct invitation from the tendering builder

• Which package you’ve been invited to

• The team member that received the invitation

• When quotes are due

• The nominated quote response from your team (more on that below)

Prioritise projects by Quotes Due Date

We’ve made it easy to see critical time frames to help you manage your invitations by tagging projects that are due within the next seven days, as well as highlighting any that are overdue.

You’ll see the tag highlighted next to the project name. If there isn’t a tag, it’s not due within the next week.

We recommend using the Sort menu to organise by due date to see what’s coming up next, or filtering by status.

Example of an Overdue project:

Example of a project due within the next 7 days:

Example of a project due in 8 days or greater:

Sort by Quotes due: first to last to prioritise your quote creation by quote due date:

Filter by Quotes Due status:

Document Status Indicators

The Document Status column helps to ensure that you’re always working from the current project documentation.

• Not Accessed: Indicates that you have not yet opened documents

• Out of Date: Highlights documents revised by builders and you’ve not yet viewed the most recent version

• Current: You’ve viewed the most recent documents for this project

View the most recent files by clicking the ‘View Documents’ or ‘Download Package’ buttons.

Responding to Invitations

Keeping builders informed about your intent to quote is vital. On the Leads screen, you can update your response using the Quote Response dropdown menu.

• Quoting: Indicates your intent to submit a quote

• Not Quoting: Lets the builder know you’re not participating, you’ll have a number of decline reasons to select from:
  

This keeps your workflow organised and updates the builder’s records automatically. You can see your team’s responses at a glance.

Archiving Leads

An invitation within a project lead will automatically move from the Active tab to the Archive tab if it meets both of the following criteria:

You have the option to manually move a project to the Archive tab, or retrieve it from Archive back to Active.

To move a project lead from the Active list to Archive, click on the ellipsis menu (...) and select ‘Move to Archive’. All invitations associated with this project lead will also move to the Archive list.

To move a project lead from the Archive list to Active, click on the ellipsis menu (...) and select ‘Move to Active. All invitations associated with this project lead will also move to the Active list.

The Leads screen streamlines how you manage and respond to project invitations, helping you focus on the opportunities that matter most to your business. Explore the feature and make the most of your E1 account!