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Leads & Customer Portal
Leads & Customer Portal

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

KMatt Govett avatarDan C avatar
By Kalya and 2 others3 authors15 articles
Preview the Client Portal under Leads
Can I capture leads for Buildxact from my website?

Getting started with Leads and the Customer Portal


Using the client portal to optimize your job management and execution in Buildxact

Leads


Creating a new Lead
Link an existing estimate/quote to a lead

Customer Portal


How do I use the Buildxact client portal?
Setting up the look of your client portal
What is the Client Portal Timeline?
How do I create a client portal for an existing lead?
How do I share items to the client portal?
Client Portal Messaging
Can my client change the client portal notification frequency setting?
Adding/changing a cover image on projects in the Client Portal
Adding a client portal login to your website
You've been invited to a project using Buildxact's client portal
Buildxact Help Center