What is the Classic Dashboard?
The Classic Dashboard is a customizable page that contains information most relevant to your daily work. For example:
- A snapshot of companies you most often work with.
- A list of high priority cases assigned to you.
- Outstanding appointments.
- A list of recently viewed leads.
- A pie chart of opportunities by territory.
You can define:
- What information you want on your page based on a predefined list of content.
- A preference for displaying the Dashboard tab as the first page you see after logging on.
- More than one dashboard in CRM.
- Your default dashboard.
Go to Classic Dashboard home page...
See Also:
Setting up a New Classic Dashboard
Changing Content Directly from the Classic Dashboard Page
Editing Classic Dashboard Details
Modifying Classic Dashboard Content
Setting up a Classic Company Dashboard