How to…Create and Edit an Opportunity To Create an Opportunity, search for the account you wish to add the opportunity to. Select the Opportunity tab on...
Adding and Editing Quotes To add a Quote, go to the Buddy Bar and click the Quote Icon. You will then go to the main...
Introduction to Quote Module The Quote Module in BuddyCRM is a fantastic tool to send clients professional quotations with a list of your own...
Opportunity Sales Pipeline Within BuddyCRM, we have now added our Opportunity Module. In this Module you are able to view your Sales Pipeline. To...
