Learning to navigate your Setup tab and defaulting the different setup options for your Buildertrend account will help expedite many processes, as well as help you control many settings that will help customize your experience. 

This video will cover updating your default layout, legal verbiage, and release text for your proposals, as well as managing, and creating new lead activity types.

Help Video:

For comprehensive online learning, please visit the Buildertrend Learning Academy.

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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