Buddy Standard Search
No matter where you are in BuddyCRM, we have our static Search bar to assist you throughout. Here you can...
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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... -
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...