Creating and Editing Cases
To create a new Case, Simply click on the Cases Icon from the Buddy Bar. You will then be directed...
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How to…Create and Edit a Contact
Search for the record you wish to add a contact to by using the search bar. Once you have found... -
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... -
Creating and Editing Products
The Product Module enables you to Add, Edit and Search Products. To access the Products Module, go to the the... -
Marketing – Creating Campaign
In this article we will talk about how to create a new marketing campaign in BuddyCRM. We start off in...