Introduction to Calendar Module The Calendar Module is a key area for you to view your own month, week or daily Activities. You...
Missed & Lapsed Activities Two important sections on your BuddyCRM homepage are the Lapsed and Missed activities areas. These will help you to keep...
How to set a reminder to follow up a lead A common question is how to set yourself a reminder to follow up on a lead. First, hit the ‘create’...