The Home tab of the Settings area allows you to customize what you see when you access the Dashboard. You can choose whether you want to display such items as My Business and the Sales Pipeline portlet, set the default tabs for certain portlets, and specify the date range of activities that appear in My Business.
FEATURE |
ROUTE |
Settings |
From the [User name] menu in the top right, select Settings, and then select the Home tab. |
FEATURE |
ACTIVITY |
Settings |
|
FIELDSET |
FIELD |
COMMENTS |
My Business |
Show on Dashboard |
Choose to display My Business on the Dashboard. My Business displays not only your incomplete activities for the week, but also the Prospect List. |
Default Tab |
This setting allows you to select the default tab that appears in My Business each time you access the Dashboard. |
|
Display Activities |
This setting allows you to determine the date range of activities that appear in My Business. By default, incomplete activities for the last 7 days are displayed. This setting also allows you to select whether you want activities to appear all on one tab, or on separate tabs based on activity type. |
|
Sales Pipeline |
Show on Dashboard |
Choose to display the Sales Pipeline portlet on the Dashboard. The Sales Pipeline portlet displays your sales opportunities and organizes them by statuses that determine where they are in the lead lifecycle. |
Default Tab |
This setting allows you to select the default tab that appears in the Sales Pipeline portlet each time you access the Dashboard. |
|
Listings |
Show on Dashboard |
Choose to display the Listings portlet on the Dashboard. The Listings portlet displays your active listings and is used predominantly to help you track those that are approaching their expiration dates. |
Closings |
Show on Dashboard |
Choose to display the Closings portlet on the Dashboard. The Closings portlet displays your pending closings and is used predominantly to help you track those that are approaching their closing dates. |