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