General

What is this customer section and what does it do?
This section is to track customers/leads without the need for an external CRM (customer relationship management) system.
Fri, 18 Jan, 2019 at 8:52 AM
How to load customers from Excel
 See the template attached to the bottom of this help article for information on how to format the excel file so Buildxact will accept it. Tips for cont...
Fri, 18 Jan, 2019 at 8:57 AM