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Activity View on Home Page

When logging into BuddyCRM you will initially come to the Home Page. Here you will see the Activities Area. Press the arrow to drop down or if you have logged in before this will be visible.

You will see the 3 tabs which are Today, Tomorrow and +7 days. When clicking on each individual header it will show you a list of all Activity which is planned for each day with a time stamp on the left hand side.

You will also be able to view your Recent Activity, Lapsed and Missed. Here you can also click on the icon which is on the left hand next to the name of the Record.

To view more detailed information on each Activity press on the icons which are on the left hand side. The icons are explained below:

Call

Task

Meeting

Opportunity – 

A pop up will then appear for the selected Activity where you can view the Subject, Contact, Account and more. You can also Edit the Activity, Re-schedule or Complete. Simply click Edit and amend the fields you require to change. You can also add information in the Description box at the bottom of the pop up.

 

To Complete the Activity, Tick the Complete Activity box and Click Save.

You can also view your colleagues Activities by amending the View. On the right hand side of the system you have a drop down. This initially will say Mine, click the drop down and the list of teams and individual members will appear. Choose the team member you require and view the information.

Another way to view your Activities is in the Calendar Area. Click on the Calendar Icon on the Buddy Bar, you will then see the main page as below which will show the Activity by Month, Week or Day.

If you require any further assistance, please do not hesitate the BuddyCRM Support team. Details on how to do so are in our ‘Still Need Assistance’ area.

Updated on July 12, 2019

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