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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
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