Opportunities and Contacts

Learn how to use BuildBook's powerful lead management tools

4 articles in this collection
Written by BuildBook Team

How to Create an Opportunity

Add and capture new Opportunities

Written by BuildBook Team
Updated today

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 today

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 today

Managing Contacts

How to add, edit, search, and filter Contacts

Written by BuildBook Team
Updated today