Academy
Return Home
Pipeline CRM
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Presentations
Custom Input
Payments
Getting started using Bolster Payments
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
Integrations
Back to home
Academy
Pipeline CRM
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Presentations
Custom Input
Payments
Getting started using Bolster Payments
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
Integrations
Pipeline CRM
Manage customer relationships in Bolster: explore lead forms, change order tracking, client info, and CRM tools to enhance engagement.
Creating Lead Forms
Generating Lead Forms in Bolster
Project Organization
Organizing Project Files in the Estimate Backend
Tracking Change Orders
How to Track Change Orders in Bolster
