CRM Dashboard Overview

Hello and welcome to the InvestmentBank.com Investment Banking CRM (customer relationship manager) tutorial videos. In this video we will be learning about the dashboard as well as how to customize it within the CRM software. The agenda for this video is as follows, we are going to describe the basic layout of the CRM dashboard interface, the activity field and discuss widgets –how to customize them and move them around. This is the CRM dashboard interface. Similar to other systems, the dashboard provides a 30,000 foot view of various aspects of your CRM, including deals, contacts, companies and overall activity.

So let’s go ahead and break it down. The right column contains the date, the time, a list of dynamic tags as well as terms for using the software. Generally speaking, it stays with you as you navigate through the dealmaker CRM. Near the top of the screen is the upper menu ribbon. The menu contains links to all of your applicable modules, notifications and other actionable widgets. The left column is where we can find the link to our profile, edit widgets and layouts and use filters to sort through your activity feed. Finally, in the center is our dashboard you will find various service and information widgets as well as the activity feed down below.

Widgets can be fully customized by individual users. For example, if I wanted to see who is assigned to each of our contacts, I could just simply select the add/fill button and check the “assigned to” box. you see the column automatically appears on the right, if I wanted to take it a step further, and find contacts assigned to me, then I could simply type my name into the search box of the new column, press enter, and all contacts assigned to me appear. You may also add widgets that are not currently on your dashboard. If we wanted a summary of our upcoming actions to see what we need to get done for the day, we could go up to the top and select create widget and then select action summary from the drop down. When you click create, you’ll see the new widget appears below the pre-existing widgets. Widgets are movable. If you want the action summary to be at the top of the dashboard, for example, all you will need to do is drag and drop it above the other widgets. It’s important to know that the right and the left columns of the interface also contain widgets. The side areas can also be re-organized to your liking in the same way.

Lastly, we will discuss the activity feed. The activity feed is a place, where you can find social posts, email activity, such as when emails have been sent to customers and when they’ve been opened, actions reminders and completions, record creation, and edit, process creation and updates, as well as incoming calls and when contacts are looking at your website. This is a lot of information for one feed, so to solve this problem, we can use filters to sort through it and see specific information. (Note that if I were to scroll the top, you couldn’t currently see the activity feed). Depending on how you resize the window, the activity feed is automatically dropped down to the bottom of the dashboard, as you can see, when I expand the window, the activity feed is placed next to the other widgets, otherwise, once again, it goes back down to the bottom. To make sure people can easily find the activity feed, there’s also an activity feed module the user can go to.

Let’s get back to filtering the feed. Head to the activity Module, start by clicking on the funnel icon in the top right of the activity feed. Let’s set our filters to Emails sent and that would be it, so we go to event types and check everything except for Emails sent, to apply the filter you select, apply filters and you’ll notice we find one entry for an email we sent to a contact as well as a sticky (sticky will appear regardless of which filters you are applying). To post on the activity feed, simply click on the text box and begin typing. You can select who the post is going to, whether the post is public or private, and what the content of the post is. You also have the option to format the post with advanced formatting. Just make sure to click post when you’re done.

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Nate Nead
Nate Nead is a licensed investment banker and Principal at Deal Capital Partners, LLC which includes InvestmentBank.com and Crowdfund.co. Nate works works with middle-market corporate clients looking to acquire, sell, divest or raise growth capital from qualified buyers and institutional investors. He is the chief evangelist of the company's growing digital investment banking platform. Reliance Worldwide Investments, LLC a member of FINRA and SIPC and registered with the SEC and MSRB. Nate resides in Seattle, Washington.