The Salpo CRM Dashboard and Widgets give users the benefit of easy access to system modules and reports needed to manage daily business operations.
By default, some Useful widgets will populate on the dashboard the first time a user logs into the CRM.
The widgets displayed are determined according to a user's permission settings in the Control Panel.
01. Widget - Scheduled Communications -
The Scheduled Communications widget works like a task list and is available to all users. This widget displays a user's Scheduled Communications underneath four tabs to help with prioritising.
The four tabs categorise Communications by which are scheduled for Today or Tomorrow, while unattended Communications display under an Overdue tab, and a fully comprehensive list of a user's scheduled Communications display under an All tab. This includes Communications scheduled for future dates.
When hovering over an Overdue Communication, the additional options to Postpone or Convert the Communication appear to the right of the 'Status' tab. This functionality allows users to quickly address and move through tasks.
Clicking on the subject line of a Communication directs the user to the module profile page which that specific Communication is recorded against. That Communication's details and information are expanded so the user can easily act on the task.
02. Widget - My Recent Activities
This widget indicates logs of all activities performed by the logged in user and is available to all users.
Use the Hyperlinked text (Communication subjects / Contact names / Products Etc.) available in the My Recent Activities log to navigate efficiently around the system.
03. Widget - Recent Activities
This widget indicates logs of all activities performed by all system users and is available to only administrative users with control panel access.
04. Getting started -
This is a useful widget for beginners who have access to the control panel. The steps in Getting started widget will help the users to get used to the convenience of Salpo CRM. This widget is available only for users with control panel access.