Key Features

We’ve made sure that we’ve kept the essential features from the BuddyCRM web browser in our app.

Adding leads, accounts and activities:

Just like when using BuddyCRM on your computer, clicking the plus button will allow you to create records and activities. The Action Button can be found in the bottom right hand corner of the screen.

Choose whether you want to create an activity or a record then enter all the mandatory details and any extras and press save in the top right hand corner of the screen.

Viewing and editing leads, accounts and activities:

On the homepage select either leads, account or activities to bring up a list of all that are in your name. You can search to find the chosen record or activity you wish to view or edit and click to select it. Once you are on the record or activity page, select edit and make any changes or amendments required.

To see additional information for the record, select the menu icon in the top right corner of the screen to bring up activities assigned to the record, autofeeds and more.

Updated on May 23, 2018

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for? Don't worry we're here to help!