CRM

7 articles in this collection
Written by Corey Brockamp

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

Importing Companies & Contacts

How to Import Data into Your CRM

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 Saving Views

Written by Corey Brockamp
Updated over a week ago

Creating and Managing Tasks

Written by Corey Brockamp
Updated over a week ago