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Home Page

Home Page

An overview of the Home Page of BuddyCRM including the Activities, Overview and Analysis areas.
  • Introduction to Home Page

    The BuddyCRM Home Page is where your sales team will be spending 80% of their day. The Home Page gives...
  • Customise my Homepage

    In the Home Page of BuddyCRM you will be able to see the 3 main areas Activities, Overview and Analysis....
  • Creating a Lead or Account

    Creating a Lead or Account as easy as 1, 2, 3. BuddyCRM works on a 3 Click rule so this...
  • Activity View on Home Page

    When logging into BuddyCRM you will initially come to the Home Page. Here you will see the Activities Area. Press...
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