If a job has already been created and not directly to a lead, you are able to easily copy general information, files and proposals from a lead to an existing job.

Start by navigating to the Lead Opportunity tab within the Sales header.

From here, select the lead opportunity, and then select Choose Existing Job from the Convert to Job drop down.

At this point, select the job you would like to link the lead to.

During this process, you can copy lead opportunity information, as well as convert lead proposal information to the job estimate.

Interested in Learning More? 📚

The Buildertrend Learning Academy is your one-stop-shop for your online education, whether you're new to Buildertrend or an experienced user looking to learn more.

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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