Formitize CRM

Lesson 5.1 Lesson 5.3

5.2 CRM Home Dashboard Module

CRM Home Dashboard

The CRM Dashboard provides each Portal and Administrator with their own personalised control page enabling fast search, communication and task management from the one central page.

  1. Timeline
  2. Shows timeline of all activities with live links to the contact, note, contact details or task related to each activity.

  3. Communication
  4. Add Notes, Send Email, SMS, Notifications or Letters to any contact instantly
    Make calls with notes and associated tasks.

  5. Task Management
  6. View all Open Tasks and update status > Open, Overdue and Closed
    Create New Tasks and Assign

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