Pre-Sale Management

This section will demonstrate how to effectively manage your leads within Buildertrend's CRM.

Cameron Boettcher avatar Matthew Foyt avatar
38 articles in this collection
Written by Cameron Boettcher and Matthew Foyt
Lead Proposals Update

Lead Proposal Overview

Creating and managing lead proposals within Buildertrend will help streamline your proposal process and help convert prospects to projects.
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Written by Cameron Boettcher
Updated over a week ago

What's the Difference Between a Lead Proposal and an Estimate?

Lead Proposals and Estimates work very similarly. Each serves its own purpose, but it depends on your company's process.
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Written by Cameron Boettcher
Updated over a week ago

Adding Costs to a Lead Proposal

Utilizing your Cost Codes while creating Lead Proposals will help track important job costing information right from the start.
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Written by Cameron Boettcher
Updated over a week ago

Saving a Lead Proposal

This article will provide details regarding how a lead proposal is saved.
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Written by Matthew Foyt
Updated over a week ago

Removing Costs From a Lead Proposal

As adjustments are needed on a Lead Proposal, line items can be easily removed.
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Written by Cameron Boettcher
Updated over a week ago

Lead Proposal Worksheet Columns

While building and managing a Lead Proposal, you can add and reorder columns to expand the viewable information.
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Written by Cameron Boettcher
Updated over a week ago

Adding Markup to a Lead Proposal

Markup can be added to the internal costs on your Lead Proposal. This will help you develop the price.
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Written by Cameron Boettcher
Updated over a week ago

Creating a Lead Proposal Template

Ensure accuracy and save time by creating Lead Proposal Templates.
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Written by Cameron Boettcher
Updated over a week ago

Importing a Lead Proposal Template

Importing a Lead Proposal template will provide a foundation to build upon and streamline your current proposal processes.
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Written by Cameron Boettcher
Updated over a week ago

Importing a Lead Proposal From Excel

Estimating in Excel is common. When creating Lead Proposals, you have the option to import data directly from Excel.
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Written by Cameron Boettcher
Updated over a week ago

Importing a Lead Proposal From a Third Party Platform

Buildertrend integrates with many estimating platforms to provide a seamless transfer of data to Lead Proposals.
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Written by Cameron Boettcher
Updated over a week ago

Internally Approving a Lead Proposal

Approving Lead Proposals allows you to track any internal or external approvals for your contract.
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Written by Cameron Boettcher
Updated over a week ago

Formatting a Lead Proposal

Formatting a Lead Proposal will help you take the raw estimated numbers and create an easy-to-understand customer facing agreement.
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Written by Cameron Boettcher
Updated over a week ago

Releasing Lead Proposals to Customers

Releasing a Lead Proposal streamlines your client's approval process and allows them to review and approve the contract electronically.
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Written by Cameron Boettcher
Updated over a week ago

Converting Lead Proposals to Estimates

Lead Proposals developed within the Sales side of Buildertrend can be converted into an Estimate on the Project Management side.
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Written by Cameron Boettcher
Updated over a week ago
FAQs

How Do I Reconvert a Lead?

This article covers the steps required to locate, reclassify and reconvert a lead opportunity.
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Written by Cameron Boettcher
Updated over a week ago

How Do I Add Photos to a Proposal?

Adding photos to proposals can display design ideas, your brand and reassure your prospect that they are making a great choice.
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Written by Cameron Boettcher
Updated over a week ago

How Do I Convert a Lead to a Job?

This article covers the steps required to successfully copy lead information to a job.
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Written by Cameron Boettcher
Updated over a week ago

How Do I Add a Lead to an Existing Job?

This article covers the steps required to copy lead information to an already existing job.
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Written by Cameron Boettcher
Updated over a week ago

How Do I Create Lead Activities?

Lead activities help track past interactions as well as manage future interactions with prospective customers.
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Written by Cameron Boettcher
Updated over a week ago

How Do I Send Emails to Leads?

Effective management of emails will ensure that no leads slip through the cracks, maximizing company profitability.
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Written by Cameron Boettcher
Updated over a week ago

How Do I See All Lead Activities?

There are multiple ways to view lead activities. In any display, you have easy access to see planned activities and when they occur.
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Written by Cameron Boettcher
Updated over a week ago

How Do I Link Lead Custom Fields to a Job?

Custom field data captured on leads can be transferred to jobs. Custom fields linked together ensure data is transferred organically.
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Written by Cameron Boettcher
Updated over a week ago