A new User Dashboard has been added - with a new main tab labeled Dashboard.
The dashboard displays 4 sections with a consolidated view of all scheduled Next Actions for a user:
- Account Notes
- Sales Tracking Report (Main Sales Report)
- Tasks (Personal User Task Page)
- Leads
Next Action Dates need to be assigned to these items and only accounts a users' coverage will display.
Added Simplicity. The Dashboard will help our users more effectively manage their daily, weekly and monthly workflow - and insure next actions and follow-ups are never missed.
We expect to release a management view of the Dashboard next month.
