• How to…Create a Lead or Account

    Select the Plus Icon in the top right corner of BuddyCRM      The Add Activities and Records screen will then appear on your screen. Select Lead or Account depending on what you need to create. You can then go ahead and add in the Master Details. Now add the Contact…

  • How to…Distinguish between a Lead and an Account

    BuddyCRM has two different types of organisation records – Leads (Blue) and Accounts (Green). Opportunities can only be raised against Account records. Leads: Accounts: Leads can be converted into accounts but accounts cannot be turned back into leads. The definition and differential of leads and accounts depends on your business….

  • Introduction to Manager

    There is nothing worse than for sales managers (or Directors) having to trawl through calendars or individual records to find out what their team has been up to. Therefore, in BuddyCRM, there is a dedicated portal for the Manager to get up to speed on the activities of their entire…

  • How to…Edit a Record Card

    Search for the Record you wish to view in the Search box at the top of the screen and click the magnifying glass icon Your record will appear in the search results and you click on the company name to view the record card. If you have permission to edit…

  • How to…Share a Record

    Find the record you wish to share by searching for your record in the search bar. When you have found your record, select the share icon  and a pop-up will appear. A list of your colleagues will be displayed and you can click the plus icon  to share with individuals. In this…

  • How to…Delete a Record

    At the top of the record card you will see the trashcan icon  to delete this record. Click this button and a pop-up will appear to ask ‘Are you sure you wish to delete the record?’, select ‘Ok’ and the record will be deleted. To re-instate a deleted record, please…

  • Introduction to Quotes

    Select the Quote icon from the Buddy Bar on BuddyCRM. You will be taken to a list of all your existing quotes. Here you can view all your quotes including when they were created and how much the quote is worth. You can also delete a quote by clicking You can search…

  • How to…Create and Edit a Contact

    Search for the record you wish to add a contact to by using the search bar. Once you have found the correct record, click on the company name to take you to the Record Card.  Locate the Contacts bar on the left hand side of the record card. All contacts…

  • How to…Add a Quote

    Select  Quote from the Buddy bar. Click New to add a new quote. Here you will be able to add in all of the details of your quote. Add your details and products for the quote. Adjust prices as necessary and then Any notes you make on the quote can be entered here and…

  • How to…Add a Contact who is not associated with a Company

    Our product is setup to be simple to use. We work with businesses who are selling B2B and as such, you can’t have a contact that does not belong to an account or a lead. If a contact for example, moves company, you can move that contact to a different lead…