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Opportunities and Contacts

Opportunities and Contacts

Learn how to use BuildBook's powerful lead management tools

6 articles

How to Create an Opportunity

Add and capture new Opportunities
Updated over a week ago

Organizing Opportunities

How to view and view Opportunities with List View and Card View
Updated over a week ago

Convert an Opportunity into a Project

How to link an Opportunity and a Project together
Updated over a week ago

Add or Change Opportunity Details

How to put your Opportunity in a new Stage, assign an owner, and add details
Updated over a week ago

Create Tasks for Opportunities

Set and and assign Tasks for Opportunities to track follow ups and lead to-do's
Updated over a week ago

Managing Contacts

How to add, edit, search, and filter Contacts
Updated over a week ago
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