Creating a Lead or Account
Creating a Lead or Account as easy as 1, 2, 3. BuddyCRM works on a 3 Click rule so this...
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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... -
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,... -
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... -
How to…Complete a Mass Upload of Leads or Accounts
Select the Admin icon in the Buddy Bar, followed by Data Management and ImportCSV in BuddyCRM. From here, you should select either...