Leads and Customer Portal

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

14 articles in this collection
Written by Dan C, 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

Creating a new Lead

You can now use Buildxact to capture and manage your leads

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

The lead details don't fill out for existing clients

If you start a lead for an existing client and the boxes don't fill out here is why

Written by Dan C
Updated over a week ago

Customer Portal

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 this week

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 this week

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

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

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

Sharing items to the Client Portal

Written by Matt Govett
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