Getting Started
Help Center
Contact
Contact

Clients and Leads

Manage leads and sources, configure lead statuses, and perform bulk actions.

Lead Status Configuration
Lead Source Management
How to Add Custom Fields
Automations for Lead Statuses in Builder Prime
Completing Bulk Actions
Meeting Results Configuration
Terminology for Opportunities, Leads, and Clients
Managing Client Files
Using Meeting Types

Categories

Accounting and Invoicing
Clients and Leads
Contracts
Email and SMS
General
Managing Users
Price Book
Projects
Reporting

No results found

© Builder Prime 2023. Powered by Help Scout