• 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…

  • How to… Link your emails to BuddyCRM

    Linking e-mails that you send and receive to your contacts within BuddyCRM is easy and works with any mail client including Outlook, Gmail, Hotmail and Apple Mail as well as all mobile devices. Firstly, the contact you are e-mailing must be in your BuddyCRM database. When sending an email, use…

  • 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.