How can I find all customers I haven’t contacted recently?
A common scenario is wanting to look at the customer records that haven’t been contacted recently and BuddyCRM has a...
Account
We have now created separate modules for some of our areas within BuddyCRM. Take a look at our Account module which will allow you to search, quick edit and view Accounts.
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Can I see a timeline of all interactions with a specific company?
A common query is about seeing the interactions with an account or lead. If you go to the record in... -
How do I assign a lead to a different sales rep?
A common query is how to change the ownership of a lead or account to a different account owner. First,... -
Account Quick Email Templates
BuddyCRM allows you to create pre-filled email templates that can be sent from the lead or account record pages to...
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