Leads and Customer Portal

+1

12 articles in this collection
Written by Daniel Conlon, Karin ten Broek, Matt Govett and 1 other

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 Karin ten Broek
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 Karin ten Broek
Updated over a week ago

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

How to track your leads and opportunites

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

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 Daniel Conlon
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 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