When a user is logged-in, they will be redirected to their dashboard landing page. On the dashboard page, they are welcomed on a first name basis. Here, they will see an overview of icons that require attention.
You can also enable Microsoft or Google Single Sign-On (SSO) to streamline access for both your internal team and your customers—eliminating the need for extra usernames and passwords. Read this article to learn how to manage customer access.
Quick Actions
Use the following shortcuts to speed up your daily tasks:
Quick quote (
Q) – Start a new proposal using default quote settings.New product (
P) – Add a new product to your portfolio.New contact (
C) – Create a new contact in your database.
🧩 Custom Dashboard Tiles with Links
Introducing Custom Dashboard Tiles, designed to elevate your customer engagement and streamline their access to essential resources.
🔑 Key Benefits
✅ Branded, customizable dashboard hub
✅ Dynamic link support via Autotask UDFs
✅ Control visibility with company-specific whitelists
✅ Add custom icons, labels, and URLs
🔗 Link tiles to customer-specific resources:
➡️ Customer specific portals (BrightGauge, PowerBI)
➡️ Invoicing and billing systems
➡️ Support ticketing and knowledge bases
➡️ Announcements and maintenance schedules
➡️ Pages with forms that trigger workflows
You can even dynamically populate tile URLs using values stored in Autotask Company UDFs, ensuring each customer sees only their relevant content.
⚙️ How to Set It Up
Go to your dashboard configuration in Salesbuildr, create a tile, add an icon and label, and either link it to a static URL or map it to a UDF.
📽️ Watch a video walkthrough below:
Your Summary
This area contains links to your proposals, sorted by the different stages.
Draft quotes
Expired quotes
Declined quotes
Quotes Waiting approval
Quotes Waiting your approval
Approved Quotes
Navigation Differences: Internal vs. Customer View
Your team will have options in the navigation bar that are not visible to customers, including:
Opportunities
Bundles
Articles