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Builder Prime Safematch Onboarding

  • Updated

Recommended KPI 1 and KPI 2 for Clients:

For many clients, typically “Sales” is used for KPI-1 and “Appointments” is used for KPI-2. These are not the required data types but recommended for best results.

Required Columns for Upload:

  • Company Name
  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Sale Date (Lead Create Date)
  • Appointment Date (Appointment Date/Time)

Additional Fields:

  • Transaction Amount (Contract Total)
  • Full Name
  • First Name
  • Last Name
  • Home Phone
  • Work Phone
  • Cell Phone
  • Email
  • tag_1 (Project Type or Work Item)

 

Builder Prime Report Configuration:

  1. Navigate to Reports/Clients: Log in to Builder Prime and navigate to the Reports section in the Main Menu, or go to your main Clients/Leads Grid View.
  2. Apply Date Filters: Use the date picker at the top of the grid to filter your view by Created Date or Appointment Date for the requested reporting timeframe (e.g., Previous Month).
  3. Configure Your Columns:
    • Click the Column Selection settings (usually a gear or column icon at the top-right of the data grid).
    • Ensure checkboxes are checked for: Created Date, Appointment Date, Lead Status, Project Type, Contract Total, and Lead Source.
  4. Run and Verify: Click Refresh/Run Report to view the filtered list on your screen.
  5. Export the File:
    • Look for the blue export utility buttons at the top of the table.
    • Click Export to Excel or Download CSV.