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  • How to … Auto Schedule Activity

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

    Workflows can be used to automate actions within the BuddyCRM system. There is a tutorial featured below:  
  • Webhooks – Encoding square brackets

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

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