Clients and Leads

The people and places that drive your business!

• Automations for Lead Statuses in Builder Prime
• Terminology for Opportunities, Leads, and Clients
• Using Meeting Types
• Lead Status Configuration
• Meeting Results Configuration
• How to Add Custom Fields
• Managing Client Files
• Lead Source Management
• Completing Bulk Actions
• How to Create Client Meetings
• Communicating with Clients
• How to Create a To-Do Task
• Rehash Opportunities
• Adding a Secondary Sales Person
• Duplicate Lead Detection
• Creating Scheduling Blocks on the Sales Calendar