Difference between revisions of "Home Screen"

From Accelerator
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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

Home1.jpg

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

Home2.jpg

  • 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

Home3.jpg