The Dashboard provides a snapshot of the day's activities, displays any new leads, and provides shortcuts to many of the program's main features. Set the option to display the Dashboard each time you log in to stay organized and efficiently perform tasks from one main page.
From the Dashboard you can manage activities, perform follow-up actions for leads, quickly add a contact or activity, and access Today's business and the Lead manager. Additionally, you can view a list of contacts, search for and display a contact's record, and view and manage your favorites.
To open the Dashboard
From the main menu, click Home.