• Introduction to Marketing (Creating Campaigns)

    Select the Marketing icon from the BuddyCRM main menu in order to manage and monitor your marketing campaigns. Campaigns can be linked to Opportunities to provide realistic ROI information on Marketing expenditure. They can also be linked to newly created Leads or Accounts in the “Originated from” field. All current Marketing campaigns…

  • How to…View more details on a quote

    Each quote created in BuddyCRM is assigned a number. In the example here, the number is 1, shown in blue. Click on the number 1 to take you to another screen giving you more details on the quote. Should you wish to edit your quote, click You can now edit…

  • Introduction to Cases

    Select the Cases icon from the Buddy Bar in BuddyCRM.   Your summary of cases will appear under six categories.   The six categories as seen above are: List Open assigned to me – this includes any cases that have not been dealt with but have been assigned to you Longest Open…

  • How to…Add a Note to a Record

    Search for the relevant record by using the search bar in BuddyCRM. Click the document icon in the activity feed and select Add Note.  A box will appear where you can add free text. Click on Add Note and the note will be saved to your Activity Feed.

  • How to…Create a New Case

    Select the Cases icon from the Buddy Bar in BuddyCRM. Your summary of Cases will appear. Click   You will be taken to a page where you can fill out all the details of your case. You can assign the case to another person within your company and you can CC another…

  • How to…Create and Edit an Opportunity

    To Create an Opportunity, search for the account you wish to add the opportunity to. Select the Opportunity tab on the Record Card. Add an opportunity to this account by pushing the plus icon and then completing the form below. Once you have added an opportunity, you can add additional…

  • Introduction to Home

    This BuddyCRM homepage gives an overall picture of where this sales person is at in terms of sales, activities, leads and opportunities. Your Home page can be customised to meet your needs. Each of the 4 screens can be displayed and collapsed to suit what you want to view. BuddyCRM…

  • How to…View Details of a Case

    Select the Cases icon from the Buddy Bar in BuddyCRM.     You will be taken to your Cases Summary.   Every Case is assigned a number. The example in the screenshot above is number 1. If you click on this number you are taken to a description of the case.  …

  • How to…Upload a Document to a Record

    When you click on the Documents tab on an Account’s record card, any linked documents will appear here. You can upload or link a document to an opportunity by clicking on the plus icon .  A popup will open allowing you to upload your documents to the account. Drag and drop or…

  • How to…Customise my Homepage

    When you log-in to BuddyCRM, you will be taken to your homepage. Dial up and dial down the arrows next to each each section (Activities, Overview, Analysis, Tables) to display them. In the below picture, only Overview is displayed. Information in the Overview and Tables sections can be customised by clicking…