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  • Buddy Standard Search

    No matter where you are in BuddyCRM, we have our static Search bar to assist you throughout. Here you can...
  • How to… Use Tags

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

    BuddyCRM provides the ability to pull data from an external CSV file into the Trading Profile of an account. This...

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