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What is the classic dashboard?
The classic dashboard is a customizable page that contains information most relevant to your daily work. For example:
- A snapshot of companies you most often work with.
- A list of high priority cases assigned to you.
- Outstanding appointments.
- A list of recently viewed leads.
- A pie chart of opportunities by territory.
You can define:
- What information you want on your page based on a predefined list of content.
- A preference for displaying the Dashboard tab as the first page you see after logging on.
- More than one dashboard in CRM.
- Your default dashboard.
See Also:
Setting up a new classic dashboard
Changing content directly from the classic dashboard page
Editing classic dashboard details
Modifying classic dashboard content
Setting up a classic company dashboard
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