CRM

CRM Data Import Walkthrough

A step by step guide for successful data import.

Written by Paul Miyake
Updated over a week ago

Workforce Employee View

Written by Paul Miyake
Updated over a week ago

Workforce Employee Import

Guide to Importing Your Employees with CSV Template

Written by Paul Miyake
Updated over a week ago

Workforce Shifts

Shift assignment in Workforce

Written by Paul Miyake
Updated over a week ago

Guide to Utilization in Workforce

Getting the most out of the Utilization area in Buildr Workforce

Written by Paul Miyake
Updated over a week ago

Resolving Over Allocation Issues in Workforce

Best practices for reassigning shifts in cases where employees are over-utilized.

Written by Paul Miyake
Updated over a week ago

Project Status on Opportunities Explained

Written by Paul Miyake
Updated over a week ago

Downloading Views on Opportunities, Companies, and Contacts to CSV File

Download a CSV of opportunities, companies, and/or contacts for the default list or for any custom view you create

Written by Paul Miyake
Updated over a week ago

Merge Companies

Written by Paul Miyake
Updated over a week ago

Using the Buildr CRM + Procore Integration

Written by Corey Brockamp
Updated over a week ago

Enable The Office 365 Integration

Written by Corey Brockamp
Updated over a week ago

Creating an Opportunity

Written by Corey Brockamp
Updated over a week ago

Creating a Contact

Written by Corey Brockamp
Updated over a week ago

Creating and Managing Tasks

Written by Corey Brockamp
Updated over a week ago

Creating and Saving Views

Create Private or Shared Views in Buildr

Written by Corey Brockamp
Updated over a week ago