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.