Opportunities and Contacts

Learn how to use BuildBook's powerful lead management tools

6 articles in this collection
Written by BuildBook Team and Liz Humphrey

How to Create an Opportunity

Add and capture new Opportunities

Written by BuildBook Team
Updated over a week ago

Organizing Opportunities

How to view and view Opportunities with List View and Card View

Written by BuildBook Team
Updated over a week ago

Convert an Opportunity to a Project

How to link an Opportunity and a Project together

Written by Liz Humphrey
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

Written by BuildBook Team
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

Written by BuildBook Team
Updated over a week ago

Managing Contacts

How to add, edit, search, and filter Contacts

Written by BuildBook Team
Updated over a week ago