4 steps to customize your CRM System

worldheader.png

kickstart yourwork weekthe rightway! (1).png


After logging in, you will be presented a home page screen as shown in figure below :


screenshot-mydemo.evolutivo.it 2016-09-06 12-27-38.png


Step 1
The main area of the Home page dispays a block summary of the most important CRM information. You must change the order of these blocks by “drag and drop” with your mouse.


Step 2
Change the content of the Home Page by going and clicking My Preferences (look at the picture below to login area)
signed.png
When you click on My Preferences a new window opens as displayed in Figure: My Preferences. This allows you to view and to edit user information and to set your own preferences:


preference.png


STEP 3


The order and the content of the blocks shown at Home can be modified for each individual user. You may change the display order of these blocks at home by drag and drop. You may change the content by clicking on [My Preferences] and the [Edit] button. Mark the information blocks you would like to see at your home page display. In addition, you may define the conditions of displaying entries such as the “Default Lead View” and “Default Calandar View”.

STEP 4


Add components to Home Page as shown in picture by clicking Edit Preferences and shown to the table of Home Components:


mostra.png


In other tutorials we will show you how to add to your home page personalized reports and analytics!


Follow us!

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s