BuzzStream University: Managing Your Relationships

Say goodbye to ever losing track of a conversation or relationship. With BuzzStream, you can tag your prospects for easy list-building, use relationship stages to see where your prospects are in your outreach process, and so much more.

Archive for the ‘Managing Your Relationships’ Category

Using Tags in BuzzStream
Learn how to use tags in BuzzStream to easily organize your contact database.
Adding Custom Fields
Learn how to add custom fields to BuzzStream to personalize the CRM to fit your specific use cases.
Assigning Contacts to Team Members
Learn how to assign contacts to users for a smooth workflow and easy task delegation among your team.
Adding Notes
Learn how to add notes to your contact records to give yourself the most context possible in your influencer database.
Creating Tasks
Learn how to create tasks to make it easier to stay on track and collaborate with your team efficiently.
Conversation Tracking
Learn how BuzzStream keeps track of your conversations and makes it easy to see what stage your relationships are in.
Additional support resources
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