• How to…Add a Quote

    Select  Quote from the Buddy bar. Click New to add a new quote. Here you will be able to add in all of the details of your quote. Add your details and products for the quote. Adjust prices as necessary and then Any notes you make on the quote can be entered here and…

  • How to…Add a Contact who is not associated with a Company

    Our product is setup to be simple to use. We work with businesses who are selling B2B and as such, you can’t have a contact that does not belong to an account or a lead. If a contact for example, moves company, you can move that contact to a different lead…

  • 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.  …