Leads and Customer Portal

9 articles in this collection
Written by Daniel Conlon, Matt Govett, and Sarah Abernethy

Leads

Refine your Pre-sales and Estimating process in Buildxact

Keep track of your leads and deliver exceptional customer service

Written by Sarah Abernethy
Updated over a week ago

Managing your Leads

Written by Sarah Abernethy
Updated over a week ago

Link an Existing Estimate to a New Lead

This guide will help you link an Existing Estimate to a New Lead

Written by Matt Govett
Updated over a week ago

Creating a new Lead

You can now use Buildxact to capture and manage your leads

Written by Sarah Abernethy
Updated over a week ago

Customer Portal

Adding a client portal login to your website

Info on how to have your access their client portals via your website

Written by Daniel Conlon
Updated over a week ago

Sharing items to the Client Portal

Written by Sarah Abernethy
Updated over a week ago

Creating a Client Portal

Collaborate with your customers by creating a Client Portal

Written by Sarah Abernethy
Updated over a week ago

Client Portal Messaging

How to communicate with your customer through the Client Portal

Written by Sarah Abernethy
Updated over a week ago

Optimising your job management and execution in Buildxact

Use the Client Portal to communicate and collaborate with your client during the job

Written by Sarah Abernethy
Updated over a week ago