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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

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This dropdown allows you to switch between different dashboards which have been set up in your organization, or your own created dashboards.

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