Dashboard and navigation
Use the dashboard, search, calendar, reminders, to-do lists and personal workspace tools.
Use the corporate dashboard
Use the corporate dashboardRead high-level business metrics, recent activity and permission-aware widgets from one screen.
Open guide →GuideCustomise dashboard widgets
Customise dashboard widgetsShow, hide, reorder and reset personal dashboard widgets without changing other users.
Open guide →GuideUse the top navigation and second header
Use the top navigation and second headerMove quickly between configured menu groups and understand the administrator-controlled second header.
Open guide →GuideUse the calendar
Use the calendarReview and create calendar events alongside tasks, projects and other dated CRM activity.
Open guide →GuideCreate and manage reminders
Create and manage remindersCreate time-based reminders linked to customers, sales records and other supported items.
Open guide →GuideManage your to-do list
Manage your to-do listAdd, reorder, complete and remove personal to-do items.
Open guide →GuideUse the media library
Use the media libraryUpload, organise and reuse media files available to supported editor fields.
Open guide →GuideUse bulk PDF export
Use bulk PDF exportCreate downloadable PDF packages for supported sales records in a controlled batch.
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