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Builder Prime Knowledge Base
Getting started
Getting started
New to Builder Prime? Start here!
Self-Start Onboarding Guide
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
Company Setup
How to Log In to Builder Prime
How to Register for a Free Trial
Setting Up Company Information
Setting Up Classes
Customer & Lead Management
Record a New Lead
Getting Started with Lead Management
Clients vs Leads vs Opportunity vs Rehash
Sales Workflow Example
Import Preparation Instructions
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