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