Difference between revisions of "CRM Dashboard"
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Revision as of 12:36, 24 August 2012
The Digital Dashboard is your “home page” when using the On-Demand software. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities such as email, calendar, opportunities, alerts and company news. To access this page from other modules, click on the House icon at the top left of your screen.
Using the “Preferences” option under “Quick Links” , and then “Home” in the “Preferences” window that appears, you can control which information appears on your own personal dashboard based upon a list of available options. This can also be done by clicking on Edit in the center of the blue bar at the top of the page.
Module Tabs
Module Tabs run across the top of your Digital Dashboard and provide quick access to the OnDemand modules that are available to you.
| Note: Your available choices will be determined by your System Administrator. You may not see all of the modules discussed in this guide. |