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Lead and Accounts Module

The Lead and Account Modules within BuddyCRM are two of our newest members to the Buddy Bar. Here you will be able to Pick your View, Create Mass Actions, Export Search Results and Quick Edit Records.

To access Leads and Account Modules, simply click from the Icons on the Buddy Bar.

You will then come to the Home page. Here you will see a default view, however you can Pick your Columns by selecting the Icon. This will then take you to the below Pop Up, here you will be able to choose which columns you would like to see when searching your records. Then click Update.

To complete a Mass Action, simply tick the Records you require to have the Activity set. Once you have chosen the Records, click on the Mass Action tab. This will then ask you which Activity you would like to select. Chose the selected Activity and complete the fields. The Activity will now appear on the Record Card.

To create a PAL search and Advanced Search, simply click on the drop down and select your search requirements.

The Quick Edit function, allows you to edit Records without opening another tab. To Quick Edit, simply click on the Quick Edit tab. A smaller screen view of the Record will then appear on the right hand side of the screen. Edit any requirements within the Record and Click exit, the record will now be updated.

If you require any further assistance, please do not hesitate the BuddyCRM Support team. Details on how to do so are in our ‘Still Need Assistance’ area.

Updated on August 15, 2019

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