CiuisCRM: Dashboard

CiuisCRM: Dashboard

Written by Yaroslav M
Last update: Tuesday, Sep 20, 2022

Dashboard

After logging into the sales account, you will be greeted by the following screen:

  1. The left-hand display is showing all of your sales details as a summary.

  2. The right-hand display is showing al recent actions, as well as time and date

  3. The top right icon bar gives you the following productivity options (left to right)

    (a) Search

    (b) Timer

    (c) Settings

    (d) To-Do list

    (e) Notifications.

  4. The profile sections will give you the option to change your personal details, picture and password, as well as showing your onsite visits and appointments

  5. Main Menu.

Settings & Initial Setup

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Written by Yaroslav M.