How to…Share a Record
Find the record you wish to share by searching for your record in the search bar. When you have found...
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.
-
-
Activities
Adding Activity within your Record card is crucial, this will show on your Home page and Calendar module for specific... -
A Full Picture in One Screen – Overview of the Record Card
The Record Card gives a full picture of an account. The Central section has eight tabs – Activities, Sales, Opportunity, Documents,... -
Editing a Record Card
Search for the Record you wish to view in the Search box at the top of the screen and click... -
How to…Add a Note to a Record
Search for the relevant record by using the search bar in BuddyCRM. Click the document icon in the activity feed...
Need Support?CONTACT SUPPORT