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
• Form conversion: the share of your form views that turned into submissions, with the underlying submission and view counts. Landing page numbers are in the Noli Marketing app.

Around the numbers

Several sections do the noticing for you. Hottest Leads and Recent Activity are always there; the others appear only when they have something to show:

• Needs Attention: urgent or unhappy customer emails from the past week
• Meeting Prep: a short brief on people you are meeting in the next couple of hours
• Action Items: up to five follow-ups, such as tasks due, unread messages, deals to chase, and new form submissions to review
• 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. Create Page opens the Noli Marketing app, where landing pages are made.

Next

• Add and manage contacts
• Work your sales pipeline