Contacts
- How can I use CoConstruct to manage my contacts?
- Keeping a Record of Contact Emails
- How can I keep track of contact and lead activities?
- Can I create a new CoConstruct user from a contact?
- How can I delete contacts or opportunities?
- What if the default drop down menus in the Contacts and Leads pages don’t fit my needs?
Leads
- Lead management overview
- How do I get my leads in or out of CoConstruct?
- How do I capture new leads in CoConstruct from my website?
- Embedding the lead intake form on my website
- How can I convert a lead or contact into a project?
- What lead/opportunity information can I track in CoConstruct?
My Team
- Team Member Permissions: What Can I See & Do
- How can I control builder user permissions for viewing financial information?
- How can I control builder user permissions for updating project Schedules?
- How can I control builder user permissions for updating templates?
- What should I do if I have an architect or designer working on a project?
- What are the differences between admin and non-admin builder access?