The CRM Dashboard
To access the CRM, log in on Upnetic.com and click on “Sales & Marketing,” then “CRM.” Once in the CRM, you will see the Dashboard. Here you can view important information related to your contacts. You can add the following widgets:
- Birthday/Anniversaries: A quick glance at this month’s birthdays and anniversaries.
- Events: View and track events related to your contacts.
- Tasks: View and track tasks related to your contacts.
- Touch Points: View and track follow-up tasks that you created for your contacts.