Search for the relevant record by using the search bar in BuddyCRM. Click the document icon in the activity feed...

At the top of the record card you will see the trashcan icon  to delete this record. Click this button...

Find the record you wish to share by searching for your record in the search bar. When you have found...

Search for the Record you wish to view in the Search box at the top of the screen and click...

BuddyCRM has two different types of organisation records – Leads (Blue) and Accounts (Green). Opportunities can only be raised against...