The Dashboard
Three cards: your tasks, the customer master connection, and a note from an earlier release.
The Dashboard is the first page you see: "The customer master, and what this workspace can reach of it." It has three cards and no charts or key figures.
Juvaro
CRM
Operations
Dashboard
Leads
Accounts
Contacts
Pipeline
Quotes
Orders
Activities
Tasks
System
Management
CRM / DashboardHM
Henrik Moe
CRM Administrator
CRM
Dashboard
The customer master, and what this workspace can reach of it.
Your tasks
2 overdue, 1 due today.
Open your tasks
Customer master
Connected
This workspace can read the customer master.
What is not here yet
The account list, the account page, creating and editing accounts, contacts, and the duplicate review queue are all here. The management hub arrives in its own release.
Your tasks
Counts your open tasks: for example "2 overdue, 1 due today." Open your tasks goes to the Tasks page. See Tasks.
Customer master
Shows whether this workspace can read CRM's register:
| The card says | Meaning |
|---|---|
| Connected | This workspace can read the customer master. |
| No CRM role | The server answered but refused your account. Ask an administrator for the CRM User or CRM Administrator role. |
| Unavailable | The customer master could not be reached. The card shows the error. |
What is not here yet
This card describes an earlier release. It says the management hub "arrives in its own release", but Management is already available. It also mentions a duplicate review queue; duplicates are found one company at a time from the company page (see Finding and merging duplicate companies). You can ignore the card.