Buildoly CRM

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SVs Today --

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Follow-Up Name Status Address Email Phone Source Added
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Customer Contracts

To generate a contract for a customer, open the customer's lead in the Leads tab and click + Generate Contract. Below: clause library admin + health monitoring.

Edit canonical text for block tokens. Changes apply to new contracts only — existing contracts retain the text they were generated with.
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Follow-up
▶Schedule
Site visit --
Booking link
▶Contact
Name-- Copy
Email--
Phone--
Address--
Preferred contact--
Source
Open house
▶Scope
Preferred model
Second choice
Budget
Motivation
Financing
Septic
▶Proposals
Site Assessment: None
▶Contracts
▶Financing
▶FeasibilityPDF on demand
▶Activity
Status changed

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