CRM Dashboard

The CRM dashboard gives us an overview of our sales activities in regards to prospective leads.

Here we can see the directory boards - My leads, My quotes, My deals, all leads which will direct you to the appropriate sections.

A pie chart - My leads by stages - displays the various stages of the logged in administrator's leads in the system.

The Recent Activities stream shows us live information of changes to the leads in the system.

CRM Dashboard

In the Leads Info section we can see a tabulated breakdown of the quotes vs deals and their amounts.

In the last table - Upcoming follow-ups we can see all reminder notifications set in the leads information page.

CRM Dashboard Extended