For each lead opportunity, you have the ability to store as many photos, documents and videos you need. Keeping every piece of information documented and in one spot will always be a win.
Any pre-sale photos, documents and videos can be stored in the General tab within the Lead Opportunity.
Scroll to the bottom, and select Add to attach a file to the lead or Create New Doc to create a new Word or Excel document electronically within Buildertrend.
Files added to the lead can be carried over when the lead is converted to a job.
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If you have any questions or require additional support, feel free to chat with us, send an email: email@example.com, or give us a call at 1-888-415-7149. We’re always happy to help.