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  • Can I create a custom report showing opportunity deals by stage and owner

    A common reporting query is how to create a report on open opportunities (sometimes referred to as deals) by stage...
  • Marketing – using segments & lists to build an audience

      There are a couple of main ways to segment your BuddyCRM database so that email campaigns can be sent...
  • Scheduling Reports

    BuddyCRM offers a powerful scheduled reports facility, allowing any business report to automatically deliver to your email on a set...
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