Logging On to SkyViewCRM will always bring you to the home screen as shown below. From this screen you will have easy access to most features that will enable your work.
ToDo list
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Here you will find a list of all - non-completed - activities having you as a participant.
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Companies
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Search for companies based on one or more criteria.
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Contacts
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Search for contact-persons.
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Opportunities
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Search for Sales Opportunities.
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Open Quotes
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Search for Open Quotes.
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Projects
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Search for Projects based on one or more criteria.
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Global Search
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Full Text Search in all types of entities as well as in document content.
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Calendar
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Your calendar (initially Work Week) as well as a Group Calendar.
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My Campaign Calls
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View tailored for efficient call related work basen on one or more campaigns.
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Reports
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Opens a menu specifically for report selection.
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More ...
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Opens Menu2 for more choices.
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Your Home Page also displays a list of todays open activities having you as a participant and possibly a text showing the number of overdue activities.
All fields are dynamic links.
Page url:
http://www.skyviewcrm.com/help/index.html?homepage_menu.htm
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