How to…Create and Edit an Opportunity
To Create an Opportunity, search for the account you wish to add the opportunity to. Select the Opportunity tab on...
Opportunity
We have now created separate modules for some of our areas within BuddyCRM. Take a look at our Opportunity module which will allow you to search, quick edit and view Opportunities.
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Opportunity Sales Pipeline
Within BuddyCRM, we have now added our Opportunity Module. In this Module you are able to view your Sales Pipeline. To... -
Mass Action
BuddyCRM allows you to create calls, appointments and tasks for a group of records on bulk. This will save lots...
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