1. Help Topics
  2. Getting Started
  3. Introduction to Home
  1. Help Topics
  2. Home Page
  3. Introduction to Home

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.

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

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

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.

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.

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.

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.

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

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.

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.

 

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.

Updated on May 22, 2018

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