Editing a Record Card
Search for the Record you wish to view in the Search box at the top of the screen and click...
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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… Use Tags
Tags are a flexible tool for segmenting and managing your data within BuddyCRM, both at Company and Contact level. You...