How to … Auto Schedule Activity
To auto schedule an activity following the close of an opportunity follow this process: On your home screen select Admin...
Account
We have now created separate modules for some of our areas within BuddyCRM. Take a look at our Account module which will allow you to search, quick edit and view Accounts.
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Missed & Lapsed Activities
Two important sections on your BuddyCRM homepage are the Lapsed and Missed activities areas. These will help you to keep... -
CSV lookup fields
BuddyCRM provides the ability to pull data from an external CSV file into the Trading Profile of an account. This... -
Mass Action
BuddyCRM allows you to create calls, appointments and tasks for a group of records on bulk. This will save lots... -
Contacts – Linking a contact to more than one company
This is only applicable with the ‘Allow Contacts Against Multiple Records’ system setting enabled. There are implications for turning this...
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