General FAQs

[You are receiving the error message because notifications have not been enabled within your browser. To receive push ...]

[Yes, you can include your marketing managers and advisors in the notification emails. These emails are automatically ...]

[In order to change the company name shown in your personal links (Value Builder Score, PREscore, Freedom Score), you ...]

[Please be advised that both your embed code and personal link for the Value Builder Score are tied to your company na...]

[Events in the timeline will show the date and time based on your account settings and NOT your contacts. Your selecte...]

[There are two options for adding contacts to your portal, you can add contacts individually or import a contact list....]

[In an active engagement with a contact, you are able to export a CSV (Comma Separated Values) file consisting of the ...]

[There is no limit to the number of notes that can be added to a contact. Whether you are jotting down a few thoughts ...]

[Yes! Events happening in the future can be logged and tracked for your contact. In addition, you are able to add opti...]

[Once an event is created for a contact, the event will appear in the contact's timeline.  You are able to edit the de...]

[Tags are an effective and quick way to start segmenting your contacts and better organize and manage your contact lis...]

[With the new release, you are now able to send one-time emails to a contact. This will allow you to send one-off emai...]

[Yes! You have the option to send an email to more than one contact within the Contacts tab in your portal. You can se...]

[Yes, one-time emails will appear in the respective contact's timeline. You will be able to view the email that was se...]

[The Scenario Planning tool can help you and your prospects view and project the potential impact of improvements to t...]

[Yes! you can save templates to your personal templates from:1. Templates settings page2. One-time email sending windo...]

[Yes, you are able to replace and add merge fields from the available options into the different email templates provi...]

[Yes, you are able to customize the disclaimer that appears on emails.  Only Company Managers and Team Leaders (accoun...]

[The Value Builder System offers a suite of tools and services designed to help business owners increase the value of ...]

[The three assessments that business owners can complete require additional information in order to provide accurate r...]

[Yes! All of the Built to Sell Radio episodes can be found by going to the main website, which you can do by clicking ...]

[Yes, each advisor who has added a marketing admin to their license will unlock permission sets that they can apply to...]

[You can place an order with our team for orders for the Built to Sell books. For bulk orders, please use the pricing ...]

[Zapier is an online automation tool that connects different web applications together. It supports over 5,000 differe...]

[In the Zapier ecosystem, a “Zap” is an automated workflow that connects one web application platform to another. Each...]

[No! Our Value Builder Zapier App is FREE! ... so you can access and utilize our App with a free Zapier account. The V...]

[Merge Fields are placeholders within email templates or documents that can be dynamically populated with personalized...]

[We have compiled a comprehensive list of sales-related content to help you sharpen your sales skills and boost your s...]

[With the nurture cycle and nurturing capabilities within your Value Builder account, email "opens" and "clicks" are e...]

[You can easily embed episodes of the Built To Sell Radio Podcast on your website using one of the methods outlined be...]