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Introduction to Manager

There is nothing worse that sales managers (or Directors) having to trawl through calendars or individual records to find out what their team has been up to.

Therefore, in BuddyCRM, there is a dedicated portal for the Manager to get up to speed on the activities of their team. Access this by clicking on the manager icon in the Buddy Bar.

manager menu item show in Buddy Bar in BuddyCRM

The initial Dashboard page gives a snapshot of the activities in users calendars for Yesterday, Today, Tomorrow and the next 7 days. Added to this they can also see any Past activities that team members may have forgotten to complete.

Screen Shot 2013-10-13 at 10.30.54


You can also view a snapshot of sales performance by clicking on the icon in the top right Screen Shot 2013-10-13 at 10.31.03

This will then give you an overview of the key performance indicators for your sales force

Screen Shot 2013-10-13 at 10.31.20

To return to the diary over view, click on the icon in the top right hand corner Screen Shot 2013-10-13 at 10.31.37

On the left hand side is a Twitter type feed that summarises the activity of your sale team. You can use the filter at the top to adjust the data shown.

Screen Shot 2013-10-13 at 10.32.15


At the top of the screen are more menu items to look at more detail of sales team performance such as Activity and Sales KPIs

Screen Shot 2013-10-13 at 10.32.21



Updated on May 21, 2018

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