Jetbuilt

Funnel Company Settings

Create a Lead in Funnel

How to transform a lead into a project using Funnel

Transform Lead to Project

Sales Forecast Detail Report

Sales Forecast Summary Report

JetbuiltGO for iPad and iPhone now has Funnel

Funnel on JetbuiltGO App

How to manually set the heat to track leads in the Funnel module

Setting the Heat of a Lead in Funnel

Support

How to use Funnel for lead management. Can't find an answer? Click the chat in the bottom right.

Funnel

Sync your email server to seamlessly send emails to your clients through Jetbuilt in the Funnel and Service modules.

Setting up Email Sync

How grant access to Email Sync with Office 365

Email Sync for Office 365

Whitelist Jetbuilt to sync your Google Workspace email account to your Jetbuilt account.

Whitelisting Jetbuilt for Google Workspace Admins

Email Sync

Find answers and get help from Intercom Support and Community Experts

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