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  3. How to…Create a Lead or Account

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 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).

Updated on May 22, 2018

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