Builder Prime Knowledge Base
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Getting Started
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
Getting Started
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
Getting Started
New to Builder Prime? Start here!
Self-Start Onboarding Guide
Company Setup
How to Log In to Builder Prime
How to Register for a Free Trial
Setting Up Company Information
Setting Up Classes
Project Management
Automations Based on Project Start Date
Getting Started with Project Management
Price Book Overview
How to Create a Task-Based Project Template
Employee/User Setup
Billing for Additional Users
Controlling Permissions
Customer & Lead Management
Record a New Lead
Importing Leads
Getting Started with Lead Management
Clients vs Leads vs Opportunity vs Rehash
Sales Workflow Example
Import Preparation Instructions
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