Course curriculum

    1. How to use this Course

    2. Index for this Course

    1. Introduction to Builder Trend

    2. Buildertrends Navigation Bar from Left to Right

    1. Summary of the Sales Menu

    2. Lead Opportunities- Summary of the Lead Opportunuties Tab

    1. Summary of Lead Opportunities

    2. Understanding Lead Opportunity Stages

    3. Creating a NEW Lead Opportunity and NEW Contact

    4. Creating a NEW Lead Opportunity with an EXISTING Contact

    5. How to edit information on an existing Lead Opportunity

    1. Creating a Lead Activity

    2. Scheduling a Lead Activity from Lead Opportunity

    3. Canceling a Lead Activity

    1. Summary of Estimate Templates

    2. Psychology behind the Templates

    3. Measurement and Design Template

    4. Measurement and Design Fee Changes

    5. Approval for Layout Template

    6. Approval for Layout Revisions

    7. Full Package with Multiple Countertops

    8. Multiple Countertop Options Template

About this course

  • Free
  • 44 lessons
  • 5.5 hours of video content

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