Home

Use the Home page to view your emails, upcoming meetings, scheduled calls, and other tasks. The information displayed on this page depends on the permissions that the administrator has granted you. Some or all of the following information displays:

Each of the panels listing this information is a configurable dashlet that can be moved around the page. To rearrange your home page, place the cursor on the panel title, hold down the mouse button, and drag it to the desired location.

You can edit, refresh, and delete an existing dashlet by clicking the appropriate icon located above the panel. Editing includes changing the columns and number of rows that are displayed as well as filters such as record creation date and assigned users and teams.

You can create a new dashlet. To create a dashlet, click Add Dashlet. From the Add Dashlets menu that displays to the left, click a dashlet to add it to your home page. You can add multiple dashlets of the same kind and configure each one differently.

The Shortcuts sections displays the following options:

  • A New Contact quick form that you can use to enter the required information to create a contact. You can enter additional information after you save the record.