The Home Dashboard makes it easy to see your most important sales and email marketing data in n easy-to-read place. You can use our default widgets or remove them and add your own. There are user-specific widgets, but you can add any report graph or record view (filtering of contacts, tasks, etc.) as a dashboard widget.
Here are the default widgets on your home dashboard:
The Email Marketing Qualified Leads widget lets you see up-to-the-minute email campaigns opens and clicks. You can click on any of the subscribers and access their CRM record to see more information or set tasks to close your sale.
Some things to consider:
Use this widget so that you never lose sight of a task. This widget uses one of your default views from your Activities Listing page and puts it right on your home dashboard. The widget shows all of your open tasks, calls, and events. You can click on any of the items to see the full view on your activities listing page.
Btw, any of your record views (including custom views) can be a Home Dashboard widget. We just found this one so essential that we put it in for you.
Btw, any of your record views (including custom views) can be a home dashboard widget. We just found this one so essential that we put it in for you.
This widget shows your contacts email marketing engagement as a pie chart. As you send Benchmark Email Marketing campaigns, the subscribers who open go from 0 stars up to 5 stars.
Do you have lots of records, but need to keep up with the most-important-to-you contacts and deal opportunities? Us, too. That’s why this widget exists.
Getting to your Home Dashboard
Open the left navigation menu, and click Home.
How to Add a Dashboard Widget
How to Remove a Dashboard Widget
There are two options for deleting a widget from your home dashboard.