Tutorial CRM - Dashboard

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CRM2 Dashboard


Description

The CRM2 application startup screen is shown above.

    Tab Pages are
  • Activity
  • Team
  • Campaign
  • Opportunity
  • Lead
  • Account
  • Contact

Activity Tab


Description

The Activity Tab is the default tab and lists your activities for today. To change the date range for the activities on display, select the desired range on the Calendar (Top-Right).


Campaign Tab


Description

The Campaign Tab will list all the campaigns that are currently being run by you. You can click a campaign to select it. The Activity display below will update to show the activities for the selected campaign.


Campaign - Add Activity


Description

A short-cut to create an activity for the currently selected campaign is available on Right-Click.


Account Tab


Description

The Account tab displays all the individuals or businesses that your organization is or has conducted business with.


Account - Add Opportunity


Description

A short-cut to create an Opportunity for the current Account is available via Right-Click.


Contact Tab


Description

The Contact tab will display the contacts that are owned/created by you. Clicking/selecting any contact will display vital information for that contact. You also have an option to view contacts as per your subordinates. Select subordinate from drop-down list and click the refresh button.


Lead Tab


Description

The Lead Tab will display all Leads that are current live (not closed or expired). You also have an option to view leads assigned to your subordinates. Select subordinate from drop-down list and click the refresh button.


Lead - Add Activity


Description

A short-cut to create an Activity for the current Lead is available on Right-Click.


Lead - Send Email


Description

Right-Click any listed Contact to send an Email. This will open the compose message window of the default Email program on your Computer. Usually Office Outlook or Thunderbird.


Opportunity Tab


Description

The Opportunity tab will display all the current opportunities that are assigned to you. You also have an option to view opportunities assigned to your subordinates. Select subordinate from drop-down list and click the refresh button.


Opportunity - Add Activity


Description

A short-cut to create an Activity for the current Opportunity is available on Right-Click.