To auto schedule an activity following the close of an opportunity follow this process: On your home screen select Admin...

Workflows can be used to automate actions within the BuddyCRM system. There is a tutorial featured below:  

When writing webhooks to integrate BuddyCRM with an external system, there will sometimes be a need to utilise square brackets...

Workflow templates let you customise pre-set forms for different parts of the system. They help speed up data entry by...

In this article we will explore the workflows that can be set up to trigger once a signup form submission...