Quick overview of the contact dashboard


Here's what you can find on it:


1. Create - Customer Management 
By clicking on this button, the contact detail page opens and you can create a customer.
Click here to see how you can create a new customer

2. Emails - Email Campaign
By clicking on this button you will get an overview of all email campaigns.
Click here to see how you can create an email campaign
3. Active - Activate Users
By clicking on this button you activate all users in 1 time

4. Reports - Customer Reports
By clicking on this button you will be redirected to the Reports page of the contacts.
Click here to get more information about the Customer Season Comparison report.

5. Search - Customers search
By clicking on this button you will be redirected to the Customer Search page.
Click here to learn more about how to search for customers

6. My Last 10 Customers
On the right side you will get an overview of the last 10 customers you have worked on.
If you click on the name you will be redirected to the customer card.
if the line in front of the customer is orange, the customer is known as a prospect in the system
If the line in front of the customer is green, the customer is known as a active customer in the system