Welcome to this comprehensive, non-technical guide on how to use the CRM Dashboard feature in Empress. This feature is designed to help you manage your customer relationships more effectively, by providing a unified view of your leads, opportunities, and sales.
Why is the CRM Dashboard important?
In the business world, customer relationship management (CRM) is critical. The CRM Dashboard in Empress offers a visual representation of your CRM data, making it easier to track and manage your customer relationships. This feature allows you to monitor new leads, opportunities, and sales, all from a single, easy-to-use dashboard.
Main Functions and Benefits
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View Information: On the CRM Dashboard, you can view cards that display the number of new leads, new opportunities, won opportunities, and open opportunities in the last month.
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Edit Information: The CRM Dashboard is fully customizable. You can add, remove, or rearrange the cards and charts to better suit your needs.
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Sort Information: With the CRM Dashboard, you can sort your leads and opportunities based on various criteria, like the source of the lead or the territory of the opportunity.
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Track Information: The CRM Dashboard offers various charts to help you track incoming leads, opportunity trends, won opportunities, and more.
User Roles and Permissions
The CRM Dashboard can be accessed and edited by the Administrator. Other users can view the dashboard but will need permission from the Administrator to make changes.
How to Use the CRM Dashboard
To view the CRM Dashboard, navigate to the CRM module in Empress. Here, you will see the dashboard with its various cards and charts. To edit the dashboard, click on the “Edit Dashboard” button. From here, you can add, remove, or rearrange cards and charts as needed.
Conclusion
The CRM Dashboard in Empress is a powerful tool for managing your customer relationships. It allows you to view, edit, sort, and track your CRM data, all from a single, easy-to-use interface. By leveraging this feature, you can streamline your business processes and make more informed decisions.
For additional help with Empress, please refer to the Empress User Guide or contact our Support Team.