The CRM Dashboard

To access the CRM, log in on 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:

  1. Birthday/Anniversaries: A quick glance at this month’s birthdays and anniversaries.
  2. Events: View and track events related to your contacts.
  3. Tasks: View and track tasks related to your contacts.
  4. Touch Points: View and track follow-up tasks that you created for your contacts.
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