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, the dashboard shows a snapshot of your business at a glance:

• Contacts, your total contacts and how many were added in the last 7 days
• Pipeline, open deals and the total value sitting in your pipeline, plus deals won this week
• Inbox, unread messages and recent conversation volume
• Landing pages, page views and form submissions

Action items

The dashboard surfaces suggested next steps, for example, a hot lead to follow up with or a task that's due. Work through these to keep momentum, and dismiss any you don't need.

Quick actions

Shortcut buttons let you jump straight into common tasks: add a contact, create a landing page, start a new deal, or send an email. Use these instead of hunting through the menu.

Next

• Add and manage contacts
• Work your sales pipeline