Leads + Contacts

Contacts

How can I control builder-user permissions for viewing or editing contacts and leads?

Users with admin access can edit non-admin users' ability to view or update contact information. To do so, go to Contacts > My Team and click the "Edit" link next to the desired builder user. If you check the "View Contacts and Leads" permission ...

How can I keep track of contact and lead activities?

Suppose you want to remind yourself or a coworker to follow up with a prospect by a certain date. The Contacts section of CoConstruct is the place to go for all of the contact-related tasks that wouldn't make sense as Schedule Tasks, To-Dos, or Warr ...

How do leads relate to contacts?

In CoConstruct, your leads and contacts are linked to one another, but serve two very different functions. Contacts This is your address book of all points of contact. It automatically includes any builders, clients, subs, or vendors that you set up ...

What if the default drop down menus in the Contacts and Leads pages don’t fit my needs?

CoConstruct is designed with you in mind, so we understand that while the default contact categories can offer a lot of choices, there may be times when you need to further customize the drop down menus on the Contacts page to better fit your needs. ...

Keeping a Record of Contact Emails

CoConstruct has an unmatched way of giving you a better way of tracking email communication with your team, clients, and partners on your projects. But, what about with your leads who don't have a prospect project yet? The new lead and contact manag ...

How can I use CoConstruct to manage my contacts?

CoConstruct's built-in contact management system gives you all the tools to quickly and efficiently manage your contacts, lead information, and contact activities in one place. Note that If you're not an admin user and cannot access or edit contact ...

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Leads

How can I convert a lead or contact into a project?

You can seamlessly transition your lead into a CoConstruct project by creating new projects directly from the Leads or Contacts areas of CoConstruct. Whether you're closing the sale or setting up a free prospect project to help reach that point, you ...

How do I capture new leads in CoConstruct from my website?

Overview If you have a website that you use to generate leads for your business, CoConstruct can help you directly capture those leads, saving you time and streamlining your process to follow up with the lead in CoConstruct. Just add CoConstruct's l ...

Lead management overview

The Leads page is a view dedicated to helping you manage your sales process. Track important lead details with an "opportunity" Giving you the details you need at a glance, the Leads page summarizes all lead "opportunity" information from your CoCon ...

How can I customize the information on the Leads page?

Make the Leads page your own and tailor it to make your day run smoothly by customizing your view of the current sales opportunities. Filter or search your leads Filtering your Leads Click the "Filter" button to view a subset of your leads based on ...

What lead/opportunity information can I track in CoConstruct?

For every new opportunity that you create in CoConstruct to track your leads, you will be able to track the following critical lead information: Title: By default, this is the person's name, but you can change it for easier identification (e.g. "Phil ...

Embedding the lead intake form on my website

Overview This article includes detailed instructions for pasting the CoConstruct lead intake form custom code snippet onto your website. Whether you are updating your site personally or passing information along to your web developer, this guide inc ...

How do I get my leads in or out of CoConstruct?

Importing a list The first time you visit the Leads page, you are bound to have a slew of sales opportunities that you want to load into the system. You can import a list of Leads by doing the following: Head to Leads and click "Import" at the top. ...

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