Home
Knowledge Base
Record

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.

Account Quick Email Templates

BuddyCRM allows you to create pre-filled email templates that can be sent from the lead or account record pages to...
Merging companies to remove duplicates

Duplicate company records are a common issue in CRM systems and can lead to fragmented data, duplicate communications, and inaccurate...

Need Support?

Can't find the answer you're looking for? Don't worry we're here to help!

CONTACT SUPPORT

Record

Account Quick Email Templates

Merging companies to remove duplicates