Record details in each Opportunity such as:

• Owner / Contact
• Project Type / Construction Type / Structure Type
• Team members such as Architect / Engineer - Civil / Engineer -Electrical / / Primary / Secondary
• Location
• Primary Market segment
• Dates such as Estimated Start Year / Qtr / Duration
• Track BID Date / Time
• Gross Sq. Footage / No. Of Units / No. Of Stalls / No. Of Keys / Levels Below Grade / Above Grade / Garage Details ...
• Responsible Divisions / Financial Institutions / Lending Bank ..

Setup Followup calendar tasks

• Followup Date and Time / Contact / Notes
• Record conversation with teh contacts
• Send Bids Dates and Followup Dates to MS Calendar

Setup Action Items in each Opportunity

• Assign Opportunity to an Account Manager
• Assign the action Items to the Account m anager
• Track assignements and completions with email alerts