Introduction to Admin
We have done our best not to make the ADMIN area boring but it does deal with some mundane stuff,...
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 … Reset a Password
To change your default password provided in your subscription details, click your initials in the top right hand corner and... -
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…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... -
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...
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