FAQ: Can you prevent users from editing completed activities?
Yes! Simply view that user in the ADMIN Tab>View User menu and tick the box to the right of the username to "provide edit option for completed activity"
BuddyCRM gives our customers.....
- 7% increase in sales
- 17% increase in face to face selling time
- 15% more leads created
- 28% increase in conversion rates
- 9% increase in number of opportunities
- 14% less time spent using software!
* BuddyCRM customer survey 12/2010
Most Viewed Articles
- How do I get started?
- What is the difference between and Account and a Lead?
- How do I create a new record?
- What is "Account Profile" and "Strength of Position" and why do I have to complete them?
- What is the "Contact Frequency" field and why do I have to fill it in?
- How do I add pricing to the account pricing section?
- Why do I have to record a sale when an Opportunity is WON?
- What are "External Leads"?
- What are "Live Activities"?
- How do I navigate BuddyCRM?
- What are cases?
- What's the difference between "Scheduling an Activity" and "Completing an activity"
- How do I import records (accounts or leads)?
- Why won't my CSV records upload?
- Which browser should I use?
- Recently updated web pages aren't updating properly
- Why can't I access Buddy?
- Can I phone the support desk?
- Is BuddyCRM only available in English?
- Can you customise Buddy for us beyond the available options?
- Is our data Safe in Buddy CRM?
- How do I add products to quote for?
- What is a Sales CSV (how do I integrate with my accounts package)?
- Can I recover a deleted record?
- What is your refund policy?
- Can I get an invoice?
- Can I upgrade/downgrade my subscription?
- What is a "Sales Cycle"?
- Can I change the Sales Cycle or Financial Year Start Date?
- How do we change our credit card?
- What type of payments do you accept?
- How do I cancel my account?
- How do we synchronise BuddyCRM with Microsoft Outlook?
- How do I automatically import leads from my website?
- What is a Campaign?
- How do I create a campaign?
- Can I send mass marketing e-mails?
- How do you edit a campaign?
- What are notices and how do they work?
- What is an opportunity?
- Can I edit or reopen an Opportunity that has been closed?
- How do I create and edit an Opportunity?
- How do I close an Opportunity?
- How do you manage opportunities through the pipeline?
- How do you manage Leads through the pipeline?
- Can an Account be turned back into a Lead
- What sharing rules are available for records?
- Can you prevent users from editing completed activities?
- Can you prevent users exporting reports to excel?
- What is the Manager Tab?
- How to update Contact Opt-Out preferences in a bulk upload?
- Current System Uptime & Status
- How do I Schedule an Activity (Phone Call, Appointment or Task)?
- How do I complete an Activity (Call, Appointment or Task)?
- How does the Cold Call Function work?
- How can I add contacts to a Campaign via CSV?
- Online Help Support Link
- How do you link a parent/child account?
- How do I TAG multiple Records/Contacts based on a set Criteria?
- How do I create Teams?