• Introduction to Reports

    Select the Reports icon from the main menu in BuddyCRM. You will be taken to this screen. There are instructions on how to generate a report and then the reports are divided into sections. If you hover over each report name, a description of the report appears.

  • Account and Contact Reports

    There are ten reports available under the Account and Contact Reports.   Total Activities Per Client In Data Range – gives a list of all the accounts with a count of total activities as per the filter criteria Accounts Not Contacted Since Date – gives a list of all the accounts…

  • Lead Reports

    There are four reports available under Lead Reports in BuddyCRM.   Leads Not Contacted Since Date – gives a list of all the leads not contacted since selected date, with the selected fields as per the filter criteria My Top Leads – gives an ordered list of all the leads with…

  • General Reports

    There are twelve General Reports in BuddyCRM.   Record List By Field Selection – gives a list of all the accounts/leads, with the selected fields as per the filter criteria Record By Rating And Account Profile – gives a sorted list of all the leads with company name, lead name, account…

  • Sales Reports

    There is one available Sales report in BuddyCRM; that is, sales details per record. Useful for an overview of sales and comparing this year’s sales with last year’s sales. The report shows a number of indictors by record:   Spend this year to date Gross Margin this year Gross Profit this…

  • Introduction to the Record card

    The Record card in BuddyCRM gives a full picture of that account. You can view company details, contacts, your history with this account and sales amongst other things. You can access the Record of a company by clicking on their name when displayed. This can either be from an item…

  • Saved Reports

    BuddyCRM has a function where, once you have generated a report, you can then save it so that it can be viewed again at any time. When you have generated the report, simply click  and this report will then be saved under your Saved Reports, to be easily viewed again.

  • A Full Picture in One Screen – Overview of the Record Card

    The Record Card gives a full picture of an account.   The Central section has eight tabs – Activities, Sales, Opportunity, Documents, Pricing, Auto Feed, Background, Mailchimp – Activities – This gives a picture of all recent activity with this account including any: Calls Appointments Tasks Opportunities Notes Cases Quotes Documents Emails Campaigns…

  • How to…Convert a Lead to an Account

    If you add a Lead to BuddyCRM, the record card will have a blue theme. Should you wish to convert a Lead to an Account, click the back arrow icon at the top right-hand side of the record card and this lead will be converted to an account. Remember to push…

  • How to…Create a Lead or Account

    Select Create Account from the  menu as shown in the screenshot below in order to create an account; or select Create Lead to create a lead.     An Add Account or Add Lead pop-up will appear, fill in the Master Details then click Next. Now add the Contact Information and click…