What are Pre-Set Objectives and how can they help you?
Pre-set objectives help you track what types of activity you and your team are creating or completing. This encourages best...
Admin
Set BuddyCRM up how you want it to work. Learn how to import mass contacts, set up external data links and add custom fields plus much, much more.
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How to…Complete a Mass Upload of Leads or Accounts
Select the Admin icon in the Buddy Bar, followed by Data Management and ImportCSV in BuddyCRM. From here, you should select either... -
How to…Complete a Mass Upload of Contacts
Completing a mass upload of contacts on BuddyCRM can often be useful if you would like to add a number... -
How to setup your MailChimp Link
We hope you are ready for the world of linking your CRM database and your e-mail marketing solution. BuddyCRM allows you... -
How to … Reset a Password
To change your default password provided in your subscription details, click your initials in the top right hand corner and...