CRM

Buildr CRM Articles

12 articles in this collection
Written by Paul Miyake and Corey Brockamp

Workforce Utilization and Shift Assignment

How does utilization work?

Written by Paul Miyake
Updated over a week ago

Employee View and Utilization

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

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