Getting Started

This video gives new users a quick orientation of the Buying Buddy CRM lead management system.

This video shows how to set up up your business and company details including business name, logo and office address.

This video shows how to set up your personal preferences including your personal information, email signature, email branding, new-lead preferences, and lead notifications and reports you want to receive.

The best way to get help is to submit a Help Desk ticket. This method will ensure that your request...

Account settings and preferences help you decide how you want your account to work. Account Settings allow you to: Additional...

One of the the first tasks to complete is to review and setup your Personal Profile and Preferences. Personal Preferences...

Personalize your emails with your own 'signature', and optionally create a custom email header too. When emails are sent from...

This video shows how Buying Buddy can help you manage leads: How to search for leads, view the details of leads and options for engaging leads all in the context of their property interests.

Choices about Notifications and Daily reports are set as part of your Personal Profile. Notifications A selection of notifications are...

See how to restrict the number of searches, or properties viewed to force registration.

A very important feature included with Buying Buddy is the ability to send your leads and clients New-Listing property alerts...

Here is a list of all the Guides: GUIDE: Get Started with Your New Buying Buddy Account GUIDE: Plugin and...