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Leads and Customer Portal
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,
Sarah Abernethy
and 1 other
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
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
Leads
Creating a new Lead
Capture and manage your leads in Buildxact
Written by
Sarah Abernethy
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
Corryn
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
Collaborate with your customers by creating a Client Portal
Written by
Sarah Abernethy
Updated over a week ago
How to add extra recipients to my client portal
When sending out a client portal invite, if you need to invite multiple people this is how
Written by
Dan C
Updated over a week ago
Sharing items to the Client Portal
Sharing documents, images, quotes and more
Written by
Corryn
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
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