https://id.cosential.com/auth/1279/login
- How can I look up a contact?
- Login to Cosential and search for their name in the universal search box at the top of the screen.
- How can I enter a lead?
- How can I enter an Opportunity?
- Only marketing staff create opportunities – you can create a lead and notify marketing that it can be converted to an opportunity. More here.
- How can I view Opportunities/Leads that I am associated with? My office is associated with?
- You can view this on Cosential’s home dashboard or filter in the Leads Grid
- What Projects and Opportunities have we teamed with another firm on?
- Lookup the firm using the universal search box and scroll down to the Projects portion of the record.
- What Opportunities/Leads are we pursuing?
- Click the Opportunity Grid or Lead Grid shortcut at the top of the Cosential home dashboard
- How can I look up our prequalification status?
- How can I enter project details?
- Search for the project using the universal search box and edit relevant details
- How can I look up staff certifications?
- Either navigate to Personnel using the left hand navigation and click on the staff member. Once there, navigate to the certifications section of their record
- How can I log my phone calls with a client or partner?
- Click the New Call shortcut at the top of the Cosential home dashboard
- How can I customize my Cosential dashboard?
- How can I customize my Cosential Lead/Opportunity Grid?
- Use the filter button at the top of each grid screen to customize what the grid displays
- How can I create a report in Cosential?
- Click Reports in the bottom left of the navigation bar and follow the wizard to create a new report
- How to recommend that we pursue an RFP – standard email request form
- How to request interview materials
- Standard cut sheet request form
- G:\Marketing_DCA\Cut Sheets\_Cut_Sheet_Form\Cut_Sheet_Information_Form_2018.docx
- Proposal Technical Lead Guide
- Marketing Lite Guidelines
- Marketing Free Guidelines
- How to provide comments in Adobe Acrobat
- How to see the status of contract review – Contract Review Matrix spreadsheet
