CRM Dashboards
Get to grips with the CRM interface by learning more about the various dashboards available on your system.
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.