Formitize CRM
Lesson 5.1
Lesson 5.3
5.2 CRM Home Dashboard Module
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.
- Timeline
- Communication
- Task Management
Shows timeline of all activities with live links to the contact, note, contact details or task related to each activity.
Add Notes, Send Email, SMS, Notifications or Letters to any contact instantly
Make calls with notes and associated tasks.
View all Open Tasks and update status > Open, Overdue and Closed
Create New Tasks and Assign