CRM – Using Interactive Dashboards

CRM – Using Interactive Dashboards

Summary

CRM – Using Interactive Dashboards

How do I do this?

The video below shows you how to use Interactive dashboards in CRM.

Useful reminder for anyone already in the Unified Interface and also a quick intro for those that are new to the UI

Interactive dashboards allow you to do some filtering and analysis of your data within one screen in CRM.

To view the video, click on the logo below

Further Information

If you have any questions about this or need assistance then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk