Homepage and menu

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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

Here you will find a list of all - non-completed - activities having you as a participant.

Companies

Search for companies based on one or more criteria.

Contacts

Search for contact-persons.

Opportunities

Search for Sales Opportunities.

Open Quotes

Search for Open Quotes.

Projects

Search for Projects based on one or more criteria.

Global Search

Full Text Search in all types of entities as well as in document content.

Calendar

Your calendar (initially Work Week) as well as a Group Calendar.

My Campaign Calls

View tailored for efficient call related work basen on one or more campaigns.

Reports

Opens a menu specifically for report selection.

More ...

Opens Menu2 for more choices.

 

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