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Dashboard Preferences

C
Written by Chris Curd
Updated over 3 months ago

Users can customize the dashboard experience in SitePad CRM with the following options:

  • Stream – Enables a real-time activity stream to track updates and interactions.

  • BDM Selector – Allows filtering dashboard data based on specific Business Development Managers.

  • Sites Map Button – Adds a button for quick access to site locations on a map.

  • Quick Add Buttons – Enables fast creation of new records such as contacts, leads, and tasks.

  • Summary Tiles – Displays key performance indicators in a tile format for an at-a-glance overview.

  • My Reminders – Highlights user-specific reminders to keep track of tasks and follow-ups.

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