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