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CRM & Sales Management
Getting Started
Account Settings
Company Users
Company Public Profile
Company Reporting
Company Cost Codes
Projects
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
ConstructionOnline Drive
CRM & Sales Management
Contacts
Lead Tracking
Opportunities
ClientLink™ & TeamLink™ Contacts
ClientLink™ / TeamLink™ Portal
Financials
Estimating
Selections
Change Orders
Invoicing
Financial Reports
QuickBooks Online Integration
QuickBooks Desktop Integration (Socket)
Items Database & Company Costbooks
Communication
Envoy™ Chat
Messages
Inbound Emails
Call Logs
Requests for Information (RFIs)
Submittals
Transmittals
Calendars & Schedules
Calendars
Scheduling
GamePlan™ Task Lists
Scheduling Reports
Cloud Integrations
Project Tracking
Daily Logging
To Dos
Punch Lists
Checklists
Time Tracking
Redline™ Planroom + Takeoff
Redline™ Planroom
Redline™ Takeoff
ConstructionOnline Mobile App
SuiteLink
Customer Service
Back to home
Knowledge Base
CRM & Sales Management
Getting Started
Account Settings
Company Users
Company Public Profile
Company Reporting
Company Cost Codes
Projects
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
ConstructionOnline Drive
CRM & Sales Management
Contacts
Lead Tracking
Opportunities
ClientLink™ & TeamLink™ Contacts
ClientLink™ / TeamLink™ Portal
Financials
Estimating
Selections
Change Orders
Invoicing
Financial Reports
QuickBooks Online Integration
QuickBooks Desktop Integration (Socket)
Items Database & Company Costbooks
Communication
Envoy™ Chat
Messages
Inbound Emails
Call Logs
Requests for Information (RFIs)
Submittals
Transmittals
Calendars & Schedules
Calendars
Scheduling
GamePlan™ Task Lists
Scheduling Reports
Cloud Integrations
Project Tracking
Daily Logging
To Dos
Punch Lists
Checklists
Time Tracking
Redline™ Planroom + Takeoff
Redline™ Planroom
Redline™ Takeoff
ConstructionOnline Mobile App
SuiteLink
Customer Service
CRM & Sales Management
Contacts
Bulk Delete Multiple Contacts
Export Contacts to Excel
Bulk Edit the Properties of Multiple Contacts
Add ClientLink, TeamLink, and Basic Contacts
Edit a Contact
Delete a Contact
Public vs. Private Contact Details
View a Contact's Projects
View a Contact's History
Add a Call Log to a Contact
Convert a Contact to a Lead
Hide Leads in your Contacts List
Import Contacts
See more
Lead Tracking
Enable Lead Capturing on your Company Website
Lead Tracking Feature Guide
Getting Started with Lead Tracking
Sort Leads
Add a new Lead
Edit a Lead
Delete a Lead
Edit Lead Types
Export Leads to Excel
Create a Lead Call Log
Edit a Lead Call Log
Delete a Lead Call Log
Create a Lead Event
Edit a Lead Event
Delete a Lead Event
View Lead Calendar by Month
Create Lead Tracking Reports
Edit Lead Stages
Edit Lead Status
Edit Lead Sources
Filter Leads
Attach Files to a Lead Call Log
View Lead Calendar by Day
View Lead Calendar by Week
Filter Lead Calendar by Sales Rep
Show/Hide Completed Lead Events
See more
Opportunities
Duplicate an Opportunity
Overview: What are Opportunities?
Create an Opportunity
Add Files to an Opportunity
Add an Estimate to an Opportunity
Add Selections to an Opportunity
Create a Proposal for an Opportunity
Create an Opportunities Report
Filter Opportunities
Lock Opportunity Filters
Convert an Opportunity to a Project
See more
ClientLink™ & TeamLink™ Contacts
View a ClientLink/TeamLink User's Last Login
Add ClientLink/TeamLink Users to a Project
Remove ClientLink/TeamLink Users from a Project
Preview the Portal
Understanding ClientLink/TeamLink Permissions
Manage ClientLink/TeamLink Permissions
Send Project Invitation to ClientLink/TeamLink Users
Share Albums/Folders to the Portal
Copy Albums/Folders to the Portal
Remove Albums/Folders from the Portal
See more
ClientLink™ / TeamLink™ Portal
Customize Project Invitation Emails
Getting Started with TeamLink
Getting Started with ClientLink
Login to the Portal
Logout of the Portal
Edit Your Email in the Portal
Edit your Password in the Portal
Reset your Password for the Portal
Edit your Notification Settings in the Portal
Requests for Information in the Portal
View To Dos in the Portal
View Punch Lists in the Portal
View Checklists in the Portal
Client Selections in the Portal
Change Orders in the Portal
View Project Announcements in the Portal
Submittals in the Portal
Transmittals in the Portal
View the Project Schedule in the Portal
View the Project Calendar in the Portal
Project Plans in the Portal
Contact the Project Creator from the Portal
View the Project Timeline in the Portal
View the Project Team in the Portal
View Project Files in the Portal
View Project Photos in the Portal
View Daily Logs in the Portal
Create new Daily Logs in the Portal
View GamePlans in the Portal
Project Messages in the Portal
Daily Logging in the Portal
See more
