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My Dashboard 

Percept CRM offers a productivity ‘My Dashboard’ feature that brings together four primary areas of the business development manager: Tasks, Proposals, Forecast, and Sales. This is ideal for use in multi-screen environments as the operational dashboard can be opened side by side to the core CRM interface.

Features

  • Side by side review of tasks, proposals, forecast, and sales information.
  • Linking to the logged in user account.
  • Ability to use multiple monitors to align the Core CRM interface next to the dashboard interface.

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  • Modules
    • Contact
    • Company
    • Product
    • Campaign
    • Import Export
    • Configuration
  • Insight
    • Reporting
    • Power Chart
    • My Dashboard
  • Knowledge
    • Videos
    • FAQ
  • About
    • Why Percept CRM ?
    • Our Team
    • Contact Us
    • Terms of Service
    • Privacy Policy
  • Subscribe
  • CRM Login

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