Home Screen: Difference between revisions
From Accelerator for SageCRM
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This matches your pipeline that you have in CRM itself. | 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 | You are presented with a graph and you click the button to view the list of opportunities | ||
[[File:home2.jpg]] | |||
*Cases pipeline | *Cases pipeline | ||
This matches your pipeline that you have in CRM itself. | 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 | You are presented with a graph and you click the button to view the list of cases | ||
[[File:home3.jpg]] | |||
Revision as of 12:01, 14 June 2021
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
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
