Home
Use the Home page to view your emails, upcoming meetings, scheduled calls, and other tasks. The information displayed on this page depends on the permissions that the administrator has granted you.
Some or all of the following information displays:
- My Top Open Opportunities: Lists the top five opportunities sorted by the amount. Opportunities with a status of "Closed-Lost" or "Closed-Won" are not included.
- My Meetings: Lists invitations to meetings set up by you or others.
- My Inbox: Displays unread emails that you received from other users and customers.
- My Open Cases: Displays a list of customer issues assigned to you for resolution.
- My Accounts: Displays accounts assigned to you by yourself or other users.
- My Leads: Displays a list of leads assigned to you by yourself or others.
- Jot Pad: An area to jot down reminders to yourself or other comments
- My Calls: Lists phone calls set up by you or others.
- My Open Cases: Displays a list of cases assigned to you by yourself or other users.
- My Pipeline: Displays a chart of your sales opportunities based on the cumulative amounts for selected sales stages. This chart, based on a Sugar predefined report, displays only when the expected close date is within the specified date range.
Each of the panels listing this information is a configurable dashlet that can be moved around the page. To rearrange your home page, place the cursor on the panel title, hold down the mouse button, and drag it to the desired location.
You can edit, refresh, and delete an existing dashlet by clicking the appropriate icon located above the panel. Editing includes changing the columns and number of rows that are displayed as well as filters such as record creation date and assigned users and teams.
You can create a new dashlet. To create a dashlet, click Add Dashlet. From the Add Dashlets menu that displays to the left, click a dashlet to add it to your home page. You can add multiple dashlets of the same kind and configure each one differently.
The Shortcuts sections displays the following options:
- Create Contact. Click this option to create a new contact.
- Enter Business Card. Click this option to create a business card for a contact.
- Create Account. Click this option to create a new account.
- Create Lead. Click this option to create a new lead.
- Create Opportunity. Click this option to create a new opportunity.
- Create Case. Click this option to create a new customer case.
- Report Bug. Click this option to file a bug.
- Schedule Meeting. Click this option to schedule a meeting.
- Schedule Call. Click this option to schedule a call.
- Create Task. Click this option to create a task.
- Compose Email. Click this option to compose an email.
A New Contact quick form that you can use to enter the required information to create a contact. You can enter additional information after you save the record.