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Lead

We have now created separate modules for some of our areas within BuddyCRM. Take a look at our Leads module which will allow you to search, quick edit and view Leads.

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,...

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Lead

Can I see a timeline of all interactions with a specific company?

How do I assign a lead to a different sales rep?