Getting Started
Dashboard
Our CRM dashboard provides an at-a-glance view of relevant and actionable sales data:
- Sales Performance - here you can view select sales KPIs to measure how effective your sales team members are at hitting their goals.
- Activities Summary - this is customisable, both in the activity descriptions and the time period. Here you can track personal progress towards set activity goals.
- Pipeline Summary - this is a snapshot view of where all prospects are in a sales process.
The Search bar in the Dashboard can be used to 'quick find' a specific contact or customer.
The Add button can be used to 'quick add':
- a Customer
- a Contact or
- an Activity
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