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Dashboard Overview

Keep track and manage your work effectively using Legrand CRM’s Dashboard Module. The Legrand CRM Dashboard displays information related to the logged in user in one single screen. The Dashboard Overview displays Appointments, Tasks and Opportunities assigned to the logged in user. The Dashboard also displays active quotes so that you never miss out on a sales opportunity. Click on each header to drill down and view information in each section. Use the filters to search for specific activities by Period, Type, Status or State. 

The Dashboard is configurable to suit your business needs and preferences. Click on the settings icon to show or hide information columns under each header.

Alternatively, you can right-click on the columns to show or hide the information in the Dashboard. Legrand CRM also enables you to add new tabs to display various charts, statistics and lists. Add new tabs in your Dashboard to display Activities, Opportunities, Company Count, Calendar Events, Tasks, Recently Added Companies, Recently added Contacts and even Top Keywords used in your Legrand CRM database. 

Updated on 29 August 2022
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