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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Introduction to Home Page
The BuddyCRM Home Page is where your sales team will be spending 80% of their day. The Home Page gives... -
Missed & Lapsed Activities
Two important sections on your BuddyCRM homepage are the Lapsed and Missed activities areas. These will help you to keep... -
Can I see a timeline of all interactions with a specific company?
A common query is about seeing the interactions with an account or lead. If you go to the record in...