Your dashboard view is determined by the user role(s) you were given. The user role(s) determine what you can and cannot see within the CRM
From the dashboard, you can enter different locations by clicking on the appropriate dashboard box or by entering from the sidebar to perform a variety of functions:
Depending on the permissions granted by your Company Administrator, will depend on the view you see on your dashboard. *If additional access is required in order to execute your job duties, please contact your Administrator.
The main Dashboard provides a quick overview of your Sales and Production Workflow
A user can navigate to additional details by clicking on charts, links, and more.
Our secondary dashboard provides Management and Account Executives a more in-depth view of goals, production, quotes/contracts, and activities.
