Help for BTBuilder

BTLead On Demand Training Tutorials

The BTLearningCenter offers full-service learning and development solutions to meet the training needs of BuildTopia customers and employees. Contact us to discuss your needs and select a solution that will meet your learning and training goals. We also offer custom training - online at the convenience of your computer or on-site at the convenience of your work location.

Getting Started Classes

General Navigation (video only)

Customizing BTLead (video only)

Adding contacts

Add Prospects (video only)

Add Broker Agents and Mortgage Companies (video only)

Upload Prospects, Broker Agents, and Mortgage Companies (video only)

Capture Leads from your Company Website (audio/video)

Setting up campaigns and your survey

Setup Follow-up Campaigns (audio/video)

Setup Marketing Campaigns (audio/video)

Sales Rep Follow-up tasks (audio/video)

Survey Management (audio/video)

BTLead Reporting

Standard Reports (video only)

On Demand Reports - Report Management (audio/video)

On Demand Reporting II (audio/video)

Document Management

Play Document Management Quick Start

Play Document Creation

Play Manage Documents

Would you like to see the additional functionality available in BTSales?

Sales III	Sales IV
Description: Explores the tasks involved in processing sales workups and contracts: create/modify/print/view workups, print estimates, create (soft) lot holds, submit/approve contracts, including incentives, differentials, deposits and contingencies; also request construction start date and finalize contracts. Training Medium: On Demand Audience: Sales Reps, Sales Managers Create Workups Agreement Processing	Description: Explores the tasks involved in processing option selections, either at the time of workup/contract or following contract as change orders. Training Medium: On Demand Audience: Sales Reps, Sales Managers Option Management & Change Orders
Sales V	Sales VI
Description: Explores the tasks involved in creating and managing SPECs: create/submit/approve SPEC workups and convert SPECs to sales. Length: 60 minutes, see schedule for dates and times Training Medium: Online Audience: Sales Reps, Sales Managers SPEC Management SPEC to PA Process	Description: Explores the tasks involved in managing post-contract (i.e., buyer) tasks: setup/administer Homebuyer Homepage, manage settlements, and buyer documents. Length: 90 minutes, see schedule for dates and times Training Medium: Online Audience: Sales Reps, Sales Managers Buyer Management Homebuyer Homepage Sales Management Setup: Pricing

Contact Customer Support: 1-800-411-2020 Option 4 or support@buildtopia.com

BTLead On Demand Training Tutorials

Would you like to see the additional functionality available in BTSales?

Sales III

Sales IV

Sales V

Sales VI