• How to… Share your Calendar

    In order to share your calendar, open up the CALENDAR menu by pushing the icon in the Buddy Bar. On the top right hand side of the calendar, next to “Live Activities”, you will see the SHARE button. If you click on it, the popup below will appear. Drag any user…

  • Online Support Link

    When instructed by your BuddyCRM Support Team member, please click on the following link.   Launch Support  

  • Creating and Editing Products

    The Product area enables you to search and view product details. To search products, simply enter a search term in the search box in the right hand side. You can also search by product category and sub category Select the product you wish to view from the middle pane by…

  • Why won’t my Records Upload – Quick fixes to common issues

    Uploading lists of accounts, leads or contacts en-masse can be a daunting process. If at all unsure, we encourage you to ask for help via support@buddycrm.com. However, here are some common issues that you can face and how to fix them. Most relate to excel and having a good knowledge…

  • How to…Reschedule a Call

    Should you wish to reschedule a call in BuddyCRM, locate your call from the Activity widget on your home screen. Click on the phone icon to view the details of this call, and then change the date and time you would like to reschedule to. A Reschedule Reason box will…

  • How to…Complete an Activity

    You can complete an Activity in BuddyCRM either on Home or Calendar. To complete an activity in Home, select in the Buddy Bar and view your Activity widget. Find the activity you wish to complete and click on the relevant icon, for example . A pop-up will appear with all the details…

  • How to…Complete a Mass Upload of Contacts

    Completing a mass upload of contacts on BuddyCRM can often be useful if you would like to add a number of secondary contacts to an upload of leads or accounts. You cannot upload a contact to BuddyCRM unless you are linking it to an account or lead that already exists. A…

  • How to…Complete a Mass Upload of Leads or Accounts

    Select the Admin icon in the Buddy Bar, followed by Data Management and ImportCSV in BuddyCRM. From here, you should select either Upload Account CSV or Upload Lead CSV. You should prepare your data in an Excel Spreadsheet and save it as a CSV file. There are certain mandatory fields that will…

  • How to…Add an Activity

    There are two ways you can add an activity (Call, Appointment or Task) in BuddyCRM. The first is by clicking on the Plus icon in the top right of the screen. This will bring up the following view. Select the activity you wish to create by clicking the relevant tab along the top….

  • What are Pre-Set Objectives and how can they help you?

    Pre-set objectives help you track what types of activity you and your team are creating or completing. This encourages best practice by standardising activity objectives. These objectives can cover things like “Deliver Quote” and “Introductory Meeting” – whatever suits your business. To create pre-set objectives, visit the customisation area of…