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...
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...
