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  • 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...

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