Buildr

Hannah Weidman

A step by step guide for successful data import.

Guide to Importing Your Employees with CSV Template

Getting the most out of the Utilization tool in Workforce

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

Understanding the Workforce Demand and Utilization Charts in the Reports Section

How to Subscribe to Team notifications on Opportunities, Companies, & Contacts

Learn how to organize your Opportunities and Workforce with Workspaces

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

How to assign emails to your opportunities

Task Management, Notifications, and Checklists

Find answers and get help from Intercom Support and Community Experts

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