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  • How to…Complete a Mass Upload of Leads or Accounts

    Select theĀ Admin icon in the Buddy Bar, followed by Data ManagementĀ 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...
  • Mass Action

    BuddyCRM allows you to create calls, appointments and tasks for a group of records on bulk. This will save lots...

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