Lead creation in XactRestore

Russell B. Updated by Russell B.

Users with XactRestore or XactRestore Pro have a new way to create projects from a new lead intake form. When leads are captured through this process, a customer account, contact, and project are created.


Tip Icon The lead creation tool is part of the XactRestore and XactRestore Pro subscriptions. To upgrade, please speak with our Sales Department by calling 833-352-9228 between 7:00am – 4:00pm Mountain Time, Monday – Friday.


  1. From the project list, select New Project.
  2. Select Capture Lead.
    Note: You can still add projects with Quick Create instead. For assistance with this, see our Create a project document.
    XRNewProjectMenu
  3. Fill in the Contact Information.
    Note: You can also search for an existing client using the search box to prevent duplicate records and data entry errors.
    XRLeadContact2
  4. Fill in the Job site information.
    XRJobSiteInfo
  5. Fill in the Job scope.
  6. Select Submit Intake Form. The form closes, a contact is created, and a new project is created and opens.
    Note: The project name consists of the customer's last name and project. For example, if the customer's name is John Smith, the project will be called Smith Project. Rename projects to make them easier to distinguish if multiple customers share the same last name or if one customer has multiple projects.
    XRLeadScope2

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Manage users and roles in XactRemodel and XactRestore

XactRestore Pro integration with XactAnalysis

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