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Introduction to Home Page

The BuddyCRM Home Page is where your sales team will be spending 80% of their day.

The Home Page gives an overall view of the Activities set, Overall Targets per period and Analysis of the financial year so far.

Each sales person can customise their own Home Page. You also have the ability to Log Out, Customise the page and change your password.

Each of the 3 Areas can be displayed and collapsed to suit the specified view.

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

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

 

Activities Today, Tomorrow and over the next 7 days. This shows each individual sales persons set activities under each selected tab. When you click on each selected tab it will show you the relevant activities that need to be complete.

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 targetsĀ for a given period. Change the period shown by clicking on the dropdown.

What is displayed on the Overview screen can be adjusted to suit each sales persons by selecting the settings cog on the right-hand side. Select what you want to view and Click Update.

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

There is a choice of around 28 different widgets available to choose from. See ‘Customise My Home Page’ for details of how to amend these to suit you.

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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