Talk

CRM Dashboard

From Commence CRM-Help

Revision as of 22:19, 17 May 2013 by J.collier (talk | contribs)

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.

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