1. Home
  2. CRM
  3. The CRM Dashboard

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:

  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.
Updated on November 26, 2018

Was this article helpful?

Related Articles

Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Contact Support