Get oriented to your CRM dashboard

Your dashboard is the home screen of your CRM. It greets you, summarizes what's happening, and points you to what needs attention.

What you'll see

When you open crm.noliai.com, four cards show a snapshot of your business:

• Inbox, unread messages and how many arrived this week. This card opens Customer Service, since your personal inbox now lives in your Noli dashboard rather than the CRM.
• Contacts, your total contacts and how many were added in the last 7 days
• Pipeline, the total value sitting in your pipeline and how many deals are open
• Conversion, the share of your landing page views that turned into leads, with the underlying lead and view counts

Below the numbers

Five sections sit under the cards and do the noticing for you:

• Meeting Prep, what you need to know before your next conversations
• Needs Attention, the items that are waiting on you
• Hottest Leads, the contacts engaging with you most right now
• Recent Activity, what has happened across your CRM lately
• Fading Relationships, contacts going quiet, so they surface before they go cold

Quick actions

Shortcut buttons across the top let you jump straight into common tasks: Add Contact, Create Page, New Deal, Send Email, Debrief a Call, Create Course, New Booking, and Reports. Use these instead of hunting through the menu.

Next

• Add and manage contacts
• Work your sales pipeline