How to…Upload a Document to a Record
When you click on the Documents tab on an Account’s record card, any linked documents will appear here. You can upload...
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.
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How to…Delete a Record
At the top of the record card you will see the trashcan icon to delete this record. Click this button... -
How to… Link your emails to BuddyCRM
Linking e-mails that you send and receive to your contacts within BuddyCRM is easy and works with any mail client... -
How to … Auto Schedule Activity
To auto schedule an activity following the close of an opportunity follow this process: On your home screen select Admin... -
Contacts – Linking a contact to more than one company
This is only applicable with the ‘Allow Contacts Against Multiple Records’ system setting enabled. There are implications for turning this...
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