Adding New Dashboards

To add a new dashboard, such as Current Calls, Current Meetings, Sales History, Sales Funnel, Sales Forecast, Top Deals, Current Deal Call Backs, Top Leads and Current Lead Call Backs, do the following:

1. Click on the Home tab at the top left of the screen to move to the Home page

2. Click add module at the top right of the window to add a new dashboard module

3. Select the module that you would like to add and click Add it now

4. Edit the name of the module if you'd like to change the name of the dashboard

5. Select the Scope of the information to be included in the dashboard.

6. Click save and close

Note: The Scope options are based on your team security. See Setting Up Your Teams.

See Also:

Managing Dashboards

Managing Dashboard Tabs