Select Create Account from the menu as shown in the screenshot below in order to create an account; or select Create Lead to create a lead.
An Add Account or Add Lead pop-up will appear, fill in the Master Details then click Next.
Now add the Contact Information and click Next
Finally fill out the details for the Trading Profile
Select Save and the account will be live in BuddyCRM. Remember you can press Save at any time and update your record with more details at a later time (see ‘How to…Edit a Record Card‘).