By setting up company wide defaults and preferences, you are able to even further streamline your sales process.

You can easily create custom data points that you are interested in tracking using custom fields. These help customize your reporting capabilities.

Preferences also include: creating different activity types to capture every bit of correspondence with prospects, defaulting proposal layouts to prevent any double work when developing proposals and integrating an online payment workflow using our integration with Chase for online payment processing.

To access and set these defaults, navigate to your Setup tab.

From your Setup tab, select Leads.

Your first option allows you to default your Lead Activity Calendar View. This option controls which view you are taken to when you initially select your activity calendar. You can default the option to take you to the current Month, Week, or Day.

Your Proposal Payment Settings will allow you to set your preferences if you are utilizing our online payment integration with Chase. If you are interested in learning more, contact us for more information.

For lead proposals, your Default Proposal Layout options allow you to set what you would like your proposals to look like. Once you find a proposal layout you like, default the layout in order to eliminate as much redundancy as possible.

Your Default Introductory Text field will allow you to create or copy/paste verbiage. This verbiage will appear before your line items on proposals. Defaulting verbiage here will automatically show up on every proposal moving forward, ensuring you and your team will have a clear structure already programmed in the system. Typically, this is used as an introduction of your company values as well as a timeline or terms. This can always be adjusted within each individual proposal.

The Default Breakdown Header is an additional layer of structure, appearing below your introductory text and above your proposal line items. Examples include Price Breakdown, Scope of Work, etc.

Your Default Closing Text field functions the same as the default introductory text field. This verbiage appears at the bottom of your proposal, following your proposal line items. This verbiage typically includes inclusions and exclusions, terms and conditions, draw schedules, etc.

The Default Release Text field allows you to default standard text that your prospect will see when you release a proposal. Typically, these are approval instructions as well as a great place to share additional contact information.

The Proposal Disclaimer is what the customer will agree to before approving a proposal by signing an electronic, legally binding signature via email. This can be customized by clicking Change.

You can add as many Activity Types as you would like. These activities can be used when recording lead activities.

Lead Opportunity Custom Fields can be added to ensure you have every data point recorded. Buildertrend provides a substantial amount of information fields within the platform, but the occasion may arise where Buildertrend does not have a certain aspect you are looking for. Custom fields allow you to add your own reporting pieces into the platform, so you can customize your account and have every data point recorded.

Click Save to save any changes made to this page. Please note: if updates have been made to the proposal layout, breakdown header, introductory text or closing text, this will not affect proposals that have already been created. These changes will only reflect on new proposals moving forward.

Help Video:

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If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

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