• How to…View details for a team or a specific team member

    If you have suitable permissions in place, you will be able to view the details for the whole team or any team members. To do this, simply select the team/person you wish to view, followed by the refresh button. The homepage will update to show the figures for this team/person….

  • How to… Standard Search in BuddyCRM

    No matter where you are in BuddyCRM, it is quick and easy to search. You can search for a Company (account or prospect), a Contact, an Opportunity or a Case. The search bar is located at the top of the screen. There are two types of search available, Standard search…