How to … Reset a Password

To change your default password provided in your subscription details, click the settings cog icon in the top right of BuddyCRM.

 

settings icon for password change in BuddyCRM

 

A ‘Change password’ popup will appear. Select ‘change password’.

change password in BuddyCRM

 

In the following window please enter:

  • Current password
  • New Password
  • Confirm new password
  • Select submit

 

change password options in BuddyCRM

How to…Reschedule a Call

Should you wish to reschedule a call in BuddyCRM, locate your call from the Activity widget on your home screen.

Call listed in activity in BuddyCRM

 

 

Click on the phone icon to view the details of this call, and then change the date and time you would like to reschedule to.

 

Screen Shot 2013-11-26 at 17.13.23

 

A Reschedule Reason box will now appear on the pop-up.

 

Screen Shot 2013-11-26 at 17.13.37

 

Please select the most suitable option. Reschedule reasons can be customised in BuddyCRM by going to Admin then Settings.

 

Screen Shot 2013-11-26 at 17.13.48

 

Once you have selected your Reschedule Reason, please select Update.

You can view any previous rescheduling and the reschedule reasons by hovering your mouse over Hover to See Reschedule Reasons.

 

Screen Shot 2013-11-26 at 17.58.38

 

 

 

How to…Complete an Activity

You can complete an Activity in BuddyCRM either on Home or Calendar.

To complete an activity in Home, select in the Buddy Bar and view your Activity widget. Find the activity you wish to complete and click on the relevant icon, for example .

 

list of calls today show in the activities section of the home screen on BuddyCRM

A pop-up will appear with all the details of the activity.

popup of call in activities screen in BuddyCRM

 

Select Edit and then click in the Tick here to complete activity box.

 

Screen Shot 2013-11-21 at 15.57.57

Select Update and a confirmation will be provided that the activity has been completed.

 

Screen Shot 2013-11-21 at 15.59.01

 

To complete an activity in Calendar, select  in the Buddy Bar to view your calendar and click on the activity you wish to complete.

viewing call in the calendar area of BuddyCRM

 

A pop-up will appear.

popup for call activity screen shown in BuddyCRM

 

Select Edit and then click in the Tick here to complete activity box.

 

Screen Shot 2013-11-21 at 15.57.57

 

 

Select Update and a confirmation will be provided that the activity has been completed.

 

Screen Shot 2013-11-21 at 15.59.01

 

 

 

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.

add action by clicking the plus icon in BuddyCRM

push the plus icon to add an activity in BuddyCRM

 

 

Select which type of activity you wish to create. A pop-up will appear.

 

Screen Shot 2013-11-05 at 15.49.21

 

Fill in the details and select Save. In this case, the call will be saved against your selected lead or account and will appear in your calendar for the date you select.

 

An alternative way that you can add an activity in BuddyCRM is to select Calendar, and click on the day you wish to add the activity for. A pop-up will appear as shown below, select which type of activity you wish to add, and as before simply fill in the activity details and select Save.

 

Screen Shot 2013-11-05 at 15.57.28

 

 

 

 

 

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.

home screen of buddycrm

Each of the 4 screens can be displayed and collapsed to suit what you want to view.

customise the home screen of buddycrm

BuddyCRM is navigated by the Buddy Bar which is always displayed along the left hand side of the screen.

buddy bar navigation shown extended on buddycrm buddy bar navigation shown collapsed on buddycrm

You also have the ability to customise your own homepage, ask for help or log out of your BuddyCRM.

The top bar displays your company logo, has a search function and the Action plus, where you can select from a number of tasks.

top bar of buddycrm

Activities displays the activity occurring for the selected team member Today, Tomorrow and over the next 7 days. Click the tabs at the top to change the selected time view.

Click tabs to change view of activities section on the home page in BuddyCRM

To the right, your Recently Completed activities are displayed along with a quick look at those that have been lapsed or missed.

Overview shows a short synopsis of your progress towards targets for a given period. Change the period shown by clicking on the dropdown.

overview section home page of BuddyCRM

What is displayed on the overview screen can be adjusted by selecting the settings cog on the right-hand side. Select what you want to see and push  update.

choose the columns to display in your overview section on the BuddyCRM home page

The home page displays your selected widgets in the Analysis section.

widgets visible on home page in analysis section of BuddyCRM

There is a choice of around 28 different widgets available to choose from. See ‘How to…Customise my Homepage for details of how to change these.

The Tables section of the home page displays tabular information for Accounts, Leads, Sales and Opportunities.

Tables section of the home page of BuddyCRM

Choose the fields you wish to display in each table by clicking the cog shown in the top right of the table. A popup will appear. Select the fields and push the Update button.

select the fields to display in the opportunities table on the home page of BuddyCRM

 

Click on any account or lead name shown in a table or widget to access their detail. This will take you to the Record card for this account. See the section on Record for more details.

Click on a company name shown in a table or widget to access their record card in BuddyCRM

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.

Overview section shown on customisable home page in BuddyCRM

Information in the Overview and Tables sections can be customised by clicking the options cog options cogin the top right of the section.

A popup will display such as this one in Overview. Choose your items and click the Update button.

 

choose the columns to display in your overview section on the BuddyCRM home page

Some individual widgets in the Analysis section can also be customised to change the information shown.

Change the period shown in the Analysis section of the homepage in BuddyCRM

Above in the Opportunities Won/Lost chart you can see the options for Financial Year are shown as Current Year, Previous Year and All. Select one of these and push the Refresh button Refresh button to update the chart.

 

Tables can also be customised.

select leads to display by ownership in BuddyCRM

In the above Leads table from the Tables section, we have chosen to only display leads owned by ‘Adam’. Push the magnifying glass icon to start your search. Once you have chosen your selection, click ‘enter’ to complete the search.

Selecting the cog options button options cog,will cause a pop-up to appear (as shown below).

select the column details you want to display in the leads table in BuddyCRM

You can select which fields you wish to display and click ‘Update‘ to save.

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.

home screen of buddycrm

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 and missed activities.

To see more detail on an activity click on its icon:

Call –

Task –

Meeting –

Opportunity – 

A pop-up will appear giving you more details about the call. You can edit the details or complete the call by selecting edit.

View Call

 

If you wish to complete this call, select the ‘Tick here to complete activity‘ box and then ‘Update’.

Complete Call 1

In order to edit or complete an appointment, opportunity or task, simply follow the instructions above on how to edit/complete a call.

Activities can also be accessed via your Calendar – press the Calendar icon in the Buddy Bar.

Showing activities in your calendar in BuddyCRM

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.

change member activities viewed in homepage of BuddyCRM

The homepage will update to show the figures for this team/person.

change the view on screen to the team member of your choice in BuddyCRM

You can also use this method in Calendar.

change member activities viewed in calendar of BuddyCRM