Dashboard Navigation Overview

When you log in to the system, the "Overview" tab will open by default on the Dashboard! 🎉 Alongside the "Overview" tab, you'll also find the "Reports" 📊 and "Activity" 📈 tabs ready for you to explore. Enjoy your experience! 🚀

Dashboard Tab

• The Dashboard tab, which sits to the left of the Reports and Activity Tab, is your "command central" for crmgrow. This tab opens by default when you open crmgrow. This is a handy place to review the total contacts in your database, upcoming tasks, calendar appointments, and more.

Reports Tab

• The reports tab is where you can see statistics on your contact database.

Activity Tab

• As part of your daily practice, you can use the Activity tab to review recent updates to contacts in your database in seconds. Need a specific viewpoint? You can easily customize the columns you view and update them quickly.