Pre-set objectives help you track what types of activity you and your team are creating or completing. This encourages best...

Adding Activity within your Record card is crucial, this will show on your Home page and Calendar module for specific...

To auto schedule an activity following the close of an opportunity follow this process: On your home screen select Admin...

BuddyCRM allows you to create calls, appointments and tasks for a group of records on bulk. This will save lots...

A common question is how to set yourself a reminder to follow up on a lead. First, hit the ‘create’...