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My CRM Tabs

This section discusses each tab within the context of the My CRM area. The My CRM tabs show work in progress specific to you. You can also set up your own system preferences from the My CRM tabs.

The Dashboard tab shows a customizable set of gadgets relating to you. For example, a list of companies from a personal saved search and a local RSS news feed.
The Calendar tab shows all of your planned phone calls, meetings, and day-to-day correspondence.
The Contacts tab allows you to specify contacts in CRM that you want to synchronize with MS Outlook (in "Classic" Outlook Integration or Exchange Integration).
The Leads tab displays a list of unqualified queries about your business.
The Outbound Call Lists tab displays a list of all Outbound call lists that you are working on. This tab is not displayed by default. It can be enabled from the Preferences tab.
The Opportunities tab shows your current sales pipeline.
The Forecasts tab displays a list of your quarterly sales forecasts. This tab is not displayed by default. The System Administrator gives you access to this tab.
If you want to see a list of open customer service cases assigned to you, click on the Cases tab.
The Solutions tab shows a listing of knowledge base items. This tab is not displayed by default. It can be enabled from the Preferences tab, if your System Administrator has given you the rights to access Solutions.
The Shared Documents tab stores corporate documents that you may need quick access to on a daily basis.
The Preferences tab allows you to define system settings specific to your requirements, for example, your time zone, preferred theme, preferred currency, or first page displayed when you log on.
The Groups tab allows you to create and manage groups. Groups functionality allows you to create, modify, and save lists of people, companies, leads, cases, and opportunities.
Exchange Integration Logs. This tab must be enabled by your System Administrator. Allows users enabled for Exchange Integration to view their own log files.
E-marketing User Profile. This tab is only available for E-marketing users. It lets them change their E-marketing contact details and e-mail address.
The ... (Ellipses) icon at the end of a row of tabs enables you to change the default tabs you see in different areas of the system. For example, if you rarely work with Opportunities, you can remove this tab from your My CRM work area. However, you can easily enable it again if you change your mind.

The tabs available within the context of your Team CRM are similar to those described above, however the information relates to your Team. There are no Forecasts, Outbound Calls, Preferences, Contacts, Dashboard, E-marketing, or Exchange tabs within Team CRM.

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