Builder Prime Knowledge Base
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Clients and Leads
Getting Started
Company Setup
Project Management
Employee/User Setup
Customer & Lead Management
General
Integrations
Email and Calendars
SMS Text Messaging
Dialers
Lead Gen
Photos and Measurements
Payments and Financing
Miscellaneous
Accounting and Invoicing
Automations
Clients and Leads
Contracts
Email and SMS
FAQs
Managing Users
Price Book
Projects
Reporting
Sales and Marketing
Production
Spanish Speaking/artículos en español
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Builder Prime Knowledge Base
Clients and Leads
Getting Started
Company Setup
Project Management
Employee/User Setup
Customer & Lead Management
General
Integrations
Email and Calendars
SMS Text Messaging
Dialers
Lead Gen
Photos and Measurements
Payments and Financing
Miscellaneous
Accounting and Invoicing
Automations
Clients and Leads
Contracts
Email and SMS
FAQs
Managing Users
Price Book
Projects
Reporting
Sales and Marketing
Production
Spanish Speaking/artículos en español
Clients and Leads
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