Difference between revisions of "CRM Dashboard"
From Commence CRM-Help
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| − | The Digital Dashboard is your home page when using On Demand. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities, a calendar, overdue activities, opportunities, new leads, alerts, my favorite reports, conversations and more. | + | The Digital Dashboard is your home page when using On Demand. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities, a calendar, overdue activities, opportunities, new leads, alerts, my favorite reports, '''conversations''' and more. |
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| + | NOTE: The Conversations portlet will be introduced in an upcoming version of the Commence CRM solution, scheduled for release in Q2 of 2013. | ||
Revision as of 22:19, 17 May 2013
The Digital Dashboard is your home page when using On Demand. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities, a calendar, overdue activities, opportunities, new leads, alerts, my favorite reports, conversations and more.
NOTE: The Conversations portlet will be introduced in an upcoming version of the Commence CRM solution, scheduled for release in Q2 of 2013.