General A dashboard is a place where users can place elements, also called widgets. Users can have multiple dashboard views, and they...

General With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s...

General Elements, aka widgets can be used to quickly access and view specific elements of the system like the calendar,...

General With the sales funnel, for example, offers can be displayed according to their stages in the sales funnel. A...

General The Whiteboard designer is a visual Kanban-style view on the dashboard. It allows users to drag and drop entities...