...
Available Widgets
Widget Name | Description | |
---|---|---|
Last updated accountsCall logs | The last 5 calls that you made or answered | |
Claims | The last 5 accounts claims which are were updated in your organization. | |
Last updated leadsCustomer | The last 5 leads accounts which are updated in your organization. | |
Event/History | The last 10 events of all accounts in your organization | |
Cases | The last 5 cases which are were created in your organization. | |
SalesNote | Thelast 5 sales notes which are created were created in your organization | |
Lead | The last 5 leads which were updated in your organization | |
Calendar | Your outlook calendar. | |
Emails | List of emails in your inbox folder. | |
Calendar | Your outlook calendar.Quotes | Thelast 5 quotes that were created in your organization |
Policies | Thelast 5 policies that were created in your organization | |
Sales | The last 5 sales which were created in your organization |
Actions
Select Dashboard
...
This dropdown allows you to switch between different dashboards which have been set up in your organization, or your own created dashboards.
...