Daily work
Dashboard
Review sales health, predictive guidance, and recent activity
Dashboard turns current CRM records and activity into a concise working view for the team
What this workspace includes
- Sales and pipeline summaries
- Morning brief
- Predictive cards
- Agent activity and quick actions
Complete workflow
- 1
Open Dashboard
Begin with the current summary
- 2
Read the brief
Identify priority changes and follow-up
- 3
Open a contributing record
Inspect the underlying context
- 4
Take the next action
Continue into Tasks, Pipeline, or communication
How records and settings behave
- Cards reflect current workspace data
- Predictive guidance uses available CRM context
- Links lead to the related records or views
Working effectively
- Use the same review rhythm each day
- Validate guidance against the record
- Convert observations into assigned tasks
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Dashboard?
Begin with the current summary
When is my work saved?
Cards reflect current workspace data
How do I confirm the result?
Return to the related list or detail view and review its current status. Links lead to the related records or views