crm3

As noted within the Home page section of the document, the Dashboard is displayed by default when you log in to the system and provides instant access to many of CRM3®’s most important functions. As shown in the illustration below, your scheduled Activities are shown in the Activities portion of the screen, and access to the system’s Contacts, Marketing, Social and Administrative functionality is provided. The Tag cloud portion of the screen displays a list of Contacts that you have ‘Tagged’ for any number of reasons and the size of the font that they are displayed in will vary based on the Rank you tag them with.