The Dashboard

The Dashboard is one of the options of home page you have. But you can choose other options for your home pages.

If you don't choose the Dashboard as your home page, you can still access it from the ... menu.

In this section we explain the different elements in your Dashboard and how to customize it.

• Today's Reminders

  Information on what the "Today's reminders" section means.

• Activity Feed

  What's the Activity Feed?

• Won Leads

  Explanation on what the Won Leads section of the Home Page means

• Data by pipeline

  What information can you get?

• Webinar & Twitter Widgets

  What are the Webinar & Twitter widgets?

• Personalized Widget

  How to set it up?

• Unassigned leads

  Find the leads that are unassigned & assign them to the right salesperson