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...
Activities Adding Activity within your Record card is crucial, this will show on your Home page and Calendar module for specific...
Missed & Lapsed Activities Two important sections on your BuddyCRM homepage are the Lapsed and Missed activities areas. These will help you to keep...
Mass Action BuddyCRM allows you to create calls, appointments and tasks for a group of records on bulk. This will save lots...