• How to…View Activities

    When you log into BuddyCRM you will be taken straight to your home screen.¬†Activities are shown at the top of the screen. At log-in your activities for today will be shown, along with tabs for activities Tomorrow and in the next 7 days. You can also view recently completed, lapsed…

  • 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 and the page will automatically refresh. The homepage will update to show the figures for this…

  • 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…