Whether in the field on a mobile device or at the office, capturing lead data is paramount to effectively managing a prospect and landing a sale.

Lead opportunities can be added manually, imported from Excel or automatically created in the program when a customer submits their information on your website.

Creating a Lead Manually

To create a new lead opportunity, select Lead Opportunities from the Sales header.

Select New Lead Opportunity.

Select New Contact.

Enter the lead's contact information.

Enter the lead's opportunity data.

Select Save in the top left.

Importing Leads From Excel

From the List View, select Import Lead Opportunities.

Select the file you wish to upload by Browsing Your Computer, or Browse Buildertrend Files if the file is already uploaded to Buildertrend. Select Next to proceed.

In order to have a clean import, you will need to map your Excel columns to the correct Buildertrend columns. Select Next once all columns have been mapped. Confirm the information is accurate, then select Next and then Import.

Utilizing the Buildertrend Contact Form

Buildertrend can integrate with your website to help funnel leads directly into your lead management tool. Prospects will simply fill out and submit their information. At that point, a new lead will be automatically created within Buildertrend and you will receive a notification. This removes any manual entry on your part when lead information is submitted on your website.

To set up Buildertrend's contact form on your website, there are two options.

  • You can provide Buildertrend's Web Services team with your website login information. They will add the code to your website for you.

OR 

  • Buildertrend's Web Services team can provide the code for you to add the contact form yourself.

This contact form can be customized to capture the data points you are interested in. Simply let your Buildertrend team know what information you would like to capture.

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.

Did this answer your question?