Uploading lists of accounts, leads or contacts en-masse can be a daunting process. If at all unsure, we encourage you...

Tags are a flexible tool for segmenting and managing your data within BuddyCRM, both at Company and Contact level. You...

Reports are located in the same area as before, we have just changed the layout and functionality of reports When...

As part of the new reports area BuddyCRM have built a way for you to store all your reports. Here...

Reports can be exported via pdf, Excel or scheculed via email. To do this, select your report from the report...