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‘).