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BasisBoard Knowledge Base
BasisBoard Knowledge Base
Deep dive on functionality within the BasisBoard app!
Inbox: Set Office locations + UI refresh
Better "Insights" Into Companies!
Creating rules for automation
New Email Platform Sync Option
Email Sync
Email Inbox Rule Functionality Walkthrough
Custom filters
Link the same bids from multiple GCs into one record
Analytics Dashboard
Importing BasisBoard calendar to external applications (Google Calendar, Microsoft Outlook, Apple Calendar)
Quick Start Guide with Videos
