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Opportunities and Contacts
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