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...
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.
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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... -
Contact Frequency – alerts on records
One of the key functions of any CRM system is ensuring that important leads and customers are contacted at the... -
Last Email Sent
Last Email Sent As part of our latest BuddyCRM release, we have introduced a new field called Last Email Sent...
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