Category: My Dashboard Widget

With Reports widget, you can easily view the reports created in the system.

Stay on top of the latest developments and steps in the sales process in order to measure how effective the practices are working and to determine how your leads and prospects are moving through the sales funnel data system. This helps to filter out unqualified prospects and keep the sales funnel running efficiently. The Sales […]

Follow Ups: This feature allows you to easily view important follow up tasks at a glance.

Activity Center: Use the Activity Center widget to easily view daily, weekly, and monthly tasks.

Emails: Easily check your email and associated tasks without having to change windows.

Task Calendar: Use the convenient task calendar to click on a date and view the tasks you need to accomplish for that day.

Opportunities: Easily store new and potential opportunities at your fingertips.

Notifications: Never worry about forgetting about critical tasks with the easy to access Notifications area. Easily view all notifications pertaining to the Lead and Task.

My Leads: Organize and track leads at a glance without having to sift through hundreds of records. You can define the criteria to show the lead in the particular widgets in addition to being able to edit it.