Leads and Customer Portal

Everything you need to help get the most from your Leads and Customer Portal

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14 articles in this collection
Written by Dan C, Matt Govett, and Kalya Ryan

Preview the Client Portal under Leads

This article explains how to preview the client portal before inviting your client to start collaborating.

Written by Kalya Ryan
Updated over a week ago

Getting started with Leads and the Customer Portal

Refine your Pre-sales and Estimating process in Buildxact

Keep track of your leads and deliver exceptional customer service via the Customer Portal

Written by Matt Govett
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 Matt Govett
Updated over a week ago

Leads

Creating a new Lead

Capture and manage your leads in Buildxact

Written by Matt Govett
Updated over a week ago

Link an existing estimate/quote to a lead

I created an estimate and now I want to create a lead and link them together.

Written by Matt Govett
Updated over a week ago

Customer Portal

What is the Client Portal Timeline?

Share documents and images to the client portal timeline

Written by Matt Govett
Updated over a week ago

Setting up the look of your customer portal

This article talks about setting brand colours, logos and a portfolio for your customer portal.

Written by Dan C
Updated over a week ago

Creating a Client Portal for an Existing Lead

Collaborate with your customers by creating a Client Portal

Written by Matt Govett
Updated over a week ago

Sharing items to the Client Portal

Sharing documents, images, quotes and more

Written by Matt Govett
Updated over a week ago

Client Portal Messaging

How to communicate with your customer through the Client Portal

Written by Matt Govett
Updated over a week ago

Client Portal notification frequency setting

When you send items to your client through the portal, they receive notifications, they can adjust the frequency they receive these

Written by Matt Govett
Updated over a week ago

Adding/changing a cover image on projects in the Client Portal

You can add an image, or change the image against each project in the client portal to personalise it for your clients

Written by Matt Govett
Updated over a week ago

Adding a client portal login to your website

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

Written by Dan C
Updated over a week ago

You've been invited to a project using Buildxact's client portal

How to use the client project portal you've been invited to by your builder or trade person

Written by Dan C
Updated over a week ago