Customise my Homepage
In the Home Page of BuddyCRM you will be able to see the 3 main areas Activities, Overview and Analysis....
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A Full Picture in One Screen – Overview of the Record Card
The Record Card gives a full picture of an account. The Central section has eight tabs – Activities, Sales, Opportunity, Documents,... -
Introduction to the Record card
The Record Card within BuddyCRM is a full picture of a Company Record. Here you will be able to view... -
How to…Complete a Mass Upload of Leads or Accounts
Select the Admin icon in the Buddy Bar, followed by Data Management and ImportCSV in BuddyCRM. From here, you should select either... -
How to…Complete a Mass Upload of Contacts
Completing a mass upload of contacts on BuddyCRM can often be useful if you would like to add a number...