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...