Preparing your data for import
Before you can begin uploading your data into BuddyCRM, there are a few best practices to ensure that your CSV...
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Uploading Tags in Bulk
Tags are a flexible tool for segmenting and managing your data within BuddyCRM, both at Company and Contact level. There... -
CSV lookup fields
BuddyCRM provides the ability to pull data from an external CSV file into the Trading Profile of an account. This... -
How can I find all customers I haven’t contacted recently?
A common scenario is wanting to look at the customer records that haven’t been contacted recently and BuddyCRM has a... -
How do I assign a lead to a different sales rep?
A common query is how to change the ownership of a lead or account to a different account owner. First,...