CRM Dashboards
Get to grips with the CRM interface by learning more about the various dashboards available on your system.
By Jessica and 2 others3 authors9 articles
- Change Sales Analysis from Orders to Invoice RevenueLearn how to change your Sales Analysis Dashboard tiles to display invoices instead of orders.
- Sales Rep DashboardSell more in less time, every time, using the Sales Rep Dashboard!
- Custom/URL-based DashboardsEmbed custom or URL-based dashboards into the CRM, saving your team the hassle of switching between multiple apps.
- Sales Manager DashboardGet a 360° view of your Sales performance, team and projected results using the Sales Manager Dashboard!
- Account Manager DashboardLearn how the Account Manager Dashboard helps you to retain customers, look after them, upsell them and if necessary reactivate them!
- Setting up & Configuring DashboardsBefore you start using the CRM Dashboards, set up your preferences and configure Dashboards to your liking following these steps!
- CRM DashboardsThe CRM Dashboards are focused on helping you manage and drive growth throughout your business.
- Identifying Customers that Need EngagementUse the Account Management Dashboard to identify customers who need engagement to help reduce customer churn.
- Adding Goals to Dashboards