Dashboard
There are multiple entry points from which you can navigate to a desired location within the system. Learn more: Dashboard Views and Navigation ...
Tue, Jul 18, 2023 at 12:46 PM
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 das...
Mon, Jun 26, 2023 at 10:58 AM
The Account Executive Dashboard is accessible from the left side bar. This Dashboard view provides the Account Executive with a quick view of Projections, P...
Mon, Jun 26, 2023 at 11:00 AM
The Account Executive Projections Dashboard provides a view of Station and A/E Target Goals. Learn more: Revenue Projections and Goals
Wed, Jul 19, 2023 at 4:42 PM
The Sales Manager Projections Dashboard provides a view of Station Target Goals with the ability to filter by Station and A/E Target goals. Learn more:...
Wed, Jul 19, 2023 at 4:41 PM
See important action items at a glance! Learn more: Sales Snapshot Dashboard
Mon, Jul 3, 2023 at 2:14 PM