Home Screen

From Accelerator
Revision as of 11:59, 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

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

  • 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