Home Screen

From Accelerator for SageCRM
Revision as of 10:59, 14 June 2021 by Sagecrmw (talk | contribs)

Clicking the Home icon will bring you to the dashboard screen.

This by default containers

1. An activity graph 2. Opportunity pipeline 3. Cases pipeline

File:Home1.png

Click on the tab to open it. Only one tab at a time can be open.

  • Activity graph

This is a graph showing your activity in CRM for the last 365 days. This uses communications created, opportunities and cases created by the user.

  • Opportunity pipeline

This matches your pipeline that you have in CRM itself. You are presented with a graph and you click the button to view the list of opportunities

  • Cases pipeline

This matches your pipeline that you have in CRM itself. You are presented with a graph and you click the button to view the list of cases