J
John
Is there any way to have a dashboard/start page? ie. a page that you
can view that lists a summary of items like:
1) 10 hot opportunities
2) 5 Accounts with outstanding balances due
3) 10 neglected business contacts
4) 10 most recent business history events
5) weekly calendar
Also, on the Accounts, is there a way to have a Preview Pane to view
the info? I'm tired of opening and closing everything.
John
can view that lists a summary of items like:
1) 10 hot opportunities
2) 5 Accounts with outstanding balances due
3) 10 neglected business contacts
4) 10 most recent business history events
5) weekly calendar
Also, on the Accounts, is there a way to have a Preview Pane to view
the info? I'm tired of opening and closing everything.
John