An Opportunity in BuildBook is a potential new project that has come to you from a lead. In BuildBook you can manage all of your Opportunities from first contact to winning the job. Your Opportunities can be created manually, or automatically when a lead fills out the contact form on your portfolio.
Create a new Opportunity
To create a new Opportunity, click Opportunities in the upper navigation. Then click + New Opportunity in the upper left hand corner. You can also create an Opportunity from the Dashboard using the New drop down button in the top right corner.
First, give your Opportunity a title. This should be a title related to the actual project like the address, neighborhood, or type of remodel (ie: Northgate Kitchen Remodel, 1902 Flag St., Jones Residence, etc).
If you know the address, as you start typing in this information you can select the address from the dropdown and will also see the option to view the address on a map. This information is not always available so if you don't see an address, that likely means it's not locatable in Google.
Once you’ve added the details about the Opportunity, you can input the client information, including First Name, Last Name, and optionally an email address and phone number. Then click Save.
Pro Tip: When you create an Opportunity with client details, a new People profile will automatically be created in your People for that client.
If you want to create multiple Opportunities for the same client, you'll follow this process but once you get to the Client name, simply start typing in the first name of the client to see the information pull up and click on the name:
Lead capture
Another way to get a new Opportunity is if a lead fills out the contact form on your Portfolio.
If a new lead is submitted via the contact form, you’ll get a notification in the app. The title of the Opportunity will start with “Portfolio Submission” to help you see which leads came in via your Portfolio.
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