How can I find all customers I haven’t contacted recently?
A common scenario is wanting to look at the customer records that haven’t been contacted recently and BuddyCRM has a...
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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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... -
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,... -
How to set a reminder to follow up a lead
A common question is how to set yourself a reminder to follow up on a lead. First, hit the ‘create’... -
URL Fields
Web URLs power the modern internet: be it links off to websites, Google Drive or SharePoint documents, transactional pages or...
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