Introduction to the Record card
The Record Card within BuddyCRM is a full picture of a Company Record. Here you will be able to view...
Record
Records in BuddyCRM are your customer Leads and Accounts. You might like to think of them as the companies you deal with. Learn more about creating, editing and managing the data in the Records.
-
-
How to…Convert a Lead to an Account
If you add a Lead to BuddyCRM, the record card will have a blue theme. Should you wish to convert... -
How to…Distinguish between a Lead and an Account
BuddyCRM has two different types of organisation records – Leads (Blue) and Accounts (Green). Opportunities can only be raised against... -
How to…Create and Edit a Contact
Search for the record you wish to add a contact to by using the search bar. Once you have found... -
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...
Need Support?CONTACT SUPPORT