How to…Create a Lead or Account

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.

 

create a new lead in BuddyCRM

 

An Add Account or Add Lead pop-up will appear, fill in the Master Details then click Next.

Step 1 - add an account in BuddyCRM

Now add the Contact Information and click Next

Step 2 - add an account in BuddyCRM

Finally fill out the details for the Trading Profile

Step 3 - add an account in BuddyCRM

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).