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Buildr CRM Articles
Hannah Weidman avatarGracie Bradley avatarCorey Brockamp avatar
By Hannah and 2 others3 authors20 articles

CRM Imports


CRM Data Import Walkthrough

Workforce


Workforce Employee View
Workforce Employee Import
Workforce Shifts
Guide to Utilization in Workforce
Resolving Over Allocation Issues in Workforce
Insights: Workforce Reports

CRM Core


Subscriptions & Notifications
Guide to Utilizing Workspaces
Project Status on Opportunities Explained
Downloading Views on Opportunities, Companies, and Contacts to CSV File
Merge Companies
Using the Buildr CRM + Procore Integration
Enable The Office 365 Integration
Log Emails in CRM with the BCC Integration
Assign Emails to Opportunities
Creating an Opportunity
Creating a Contact
Creating and Managing Tasks
Creating and Saving Views
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