IntelliCRM FAQs - How to use the Dashboard?
The Dashboard is your Home Page where you can see how to properly prioritize your day
Step 1
Pipeline: Shows a funnel broken down by Stage of the expected revenue for all of the Open Opportunities for the given Users and date range.
- Select who’s opportunities you’re viewing (Me, All, a Specific Team or a Specific Individual)
- Select any of the preset date ranges or enter in any date range
Step 2
Today’s Tasks: Displays what Meetings, Calls, Emails and Proposals are due Today and those activities that have been completed Today.
Note: Click on the green phone icon to begin calling. After the call that activity will be automatically marked complete and updated with all call details
Step 3
Opportunities Closing this Month: Click on the Opportunity name to go to that record Click here to quickly mark an activity complete Click on the record name to go to the record
